Summary
This guide will walk you through the process of creating a rejection reason when setting up eligibility criteria for memberships. Rejection reasons provide clear explanations for why a document submission is denied, ensuring transparent communication with customers.
This is Step 2 of setting up eligibility criteria.
Note: If you haven't created your document type yet, please refer to the Document Type Creation Guide before proceeding.
Video walkthrough
Step-by-step guide
1. Access the Memberships Module
- From the homepage, go to the Memberships module.
2. Open Eligibility Management
- Select the Eligibility Management option.
3. Navigate to Rejection Reasons
- Choose the Rejection Reasons option from the menu.
4. Add a New Rejection Reason
- Click the Add Rejection Reason button.
5. Enter Rejection Reason
- In the provided field, input the reason for rejection (e.g., "Invalid ID type").
6. Save the Rejection Reason
- Click the Save button to finalize and store your rejection reason.
Once completed, your rejection reason will be available for use when managing document submissions for eligibility criteria.