The Aux reasons admin screen edits your organisation’s aux reason catalogue — the dim_aux_reason dimension. Each row is one reason an agent can be in AUX (not-ready) state: break, lunch, training, and so on. The catalogue drives two things at once: the AUX-state dropdown the agent sees, and the shrinkage bucket the reason rolls up into for reporting. The CSTA agent-state model treats auxReason as a free-form, reporting-only label. This page covers the catalogue behind that label inside TeleQuick: what each column means, which codes an agent may select, and what happens to reports when you retire a code.

What an aux reason is and where it appears

An aux reason row has these fields: The list view shows sort order, code, name, bucket, legacy slot, the system lock, status, and tags. Clicking any row opens the edit drawer. Aux reasons are also a taggable resource kind (dim_aux_reason), so you can attach tags from the list without opening the drawer.

Shrinkage buckets: planned, unplanned, off phone

Every reason must belong to exactly one of three buckets. The bucket is what workforce reports aggregate on, so pick it from the perspective of the schedule rather than the agent: Because the bucket lives on the reason and not on the individual state change, changing a reason’s bucket changes how existing timeline records roll up the next time a report is run. If you need the old and new classification to coexist, create a second code with the new bucket and deactivate the old one instead of re-bucketing in place.

System-only codes versus agent-selectable codes

The System-only toggle controls who may put an agent into the reason:
  • Off (default) — the reason appears in the agent’s AUX dropdown and the agent can select it.
  • On — the runtime sets the reason; the agent cannot pick it. The list marks these rows with a Locked chip.
Use system-only for reasons that describe something the platform observed rather than something the agent chose. Keep them in the catalogue anyway: reports need a name and a shrinkage bucket for those intervals just as much as for agent-selected ones. System-only is an editable flag on any row, including rows that shipped with the organisation, so you can promote a reason out of the agent’s dropdown without deleting it.

Legacy slots and numeric selection

legacy_slot holds a single digit, 0 through 9, and is optional. It exists for integrations and endpoints that identify an aux reason by a numeric slot rather than by code — a deskphone-style single-digit selection. Rows with a slot show as #3 in the Legacy column; rows without one show —. Leave the field empty unless something downstream actually needs the digit. The drawer does not pre-fill a slot, and only ten are available, so the digits are worth reserving for the reasons your endpoints reference. If the server rejects a slot — for example because another reason already holds it — the message appears in the red banner at the top of the drawer and the save does not go through.

Sort order

sort_order is a plain integer from 0 to 9999 and determines the order of the AUX dropdown the agent sees. The list is sorted by it, with the value shown in the first column, so the table reads in the same order the agent will see. New rows default to 100. Leaving gaps between values (100, 200, 300) lets you insert a reason later without renumbering the whole catalogue.

Deactivating a code without breaking history

The drawer’s Deactivate action calls the remove procedure, which does not erase the row. The confirmation states it plainly: deactivated, not erased — historical timeline records still reference it. This is why the catalogue has an active flag rather than a delete:
  • An inactive reason stops being selectable going forward.
  • Past agent-state intervals keep pointing at the same row, so reports over historical windows still resolve the code to its name and its shrinkage bucket.
Two consequences are worth planning for:
  • Live agents. An agent already sitting in a reason you deactivate is not retroactively moved. Deactivation affects new selections, not intervals already open. Prefer deactivating during a quiet window and telling supervisors which replacement code to use.
  • Reversal. Deactivation is not permanent. Open the row from the list with Include inactive checked and turn the Active toggle back on. The toggle is only present in edit mode — creation always produces an active code.
Because the row survives, do not reuse a retired code string for an unrelated reason. Historical records would then mix two meanings under one label.

Defaults a new organisation starts with

A new organisation is seeded with a default set of aux reasons, so the agent’s AUX dropdown is usable before an administrator touches this screen. The empty state on this screen says so: new orgs get a default set, and you can add your own. Seeded rows are ordinary catalogue rows. You can rename them, re-bucket them, change their sort order, mark them system-only, or deactivate them, subject to the same rules as rows you create yourself. If the screen is genuinely empty — every seeded row deactivated, or a tenant provisioned without them — the empty state offers Create first reason.

Finding a code

The filter bar above the table has two controls:
  • Search matches on code or name. It filters server-side and resets to the first page as you type.
  • Include inactive adds deactivated rows to the result. Leave it off for the working catalogue; turn it on to audit retired codes or to reactivate one.
Results are paginated at 50 rows per page, and the header shows the total count of codes matching the current filters.
  • Telephony metrics — where shrinkage sits among the contact-centre numbers
  • Telemetry — the operational streams that carry agent and call data