Import predefined reasons

Predefined reasons can be imported in Nexeed Tool Management.

Prerequisite

Tool Management Expert or Tool Management Admin role

Procedure

  1. Call up the Tool Management > Settings > Predefined reason tab.
  2. Import predefined reasons with .

    tom_tool_service_reasons_import_2022_02

  3. Upload the XLSX file with Select file.
  4. Create predefined reasons with Import.

The predefined reasons are displayed in the Settings > Predefined reason tab.

If the import fails, the associated error message is displayed above the bell in the upper right border.