Decline reasons

Every declined application in a funding decision is given a decline reason. Your organisation keeps its own list of reasons, grouped into categories, under Decide > Decision reasons. You need permission to change organisation settings to open it.

Add a category and its reasons

1. Select New category, enter its name and select Add.
2. In the category, select Add reason and fill in:
   • Label: what an administrator chooses on a declined line.
   • Applicant wording: what the applicant reads in a Letter of Decline that includes the decline reason. Write it for the applicant.
   • Reporting code: up to 32 capital letters, digits, dots, dashes or underscores. Reports and exports use it. Each code can be used by one reason only.
3. Select Add.

A category name is unique in your organisation, and a reason's label is unique in its category.

Change the order

Select Up or Down beside a category or a reason to move it one place. Funding decisions offer the reasons in this order.

Retire or delete a reason

Select Retire to stop offering a reason, or a whole category, on new decisions. A retired reason is still shown on every decision that used it, and a draft decision that already holds it can still be sent. Select Restore to offer it again.

You can only delete a reason that has never been used on a decision. Once it has been used, Delete is unavailable and says to retire it instead. Deleting a category deletes the reasons in it, so it is only possible while none of them has been used.