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Viewing and Deleting Issues

Issues are entered and edited in the View and enter issues, Issue, and Resolution windows. The View and enter issues window displays by default when you select Issues from the Navigation bar.

View and enter issues window

From Issues, select View and enter issues

The View and enter issues window includes the following fields:

Note: The following descriptions reference the configurable prompts on the View and enter issues window (Client ID and Company) by their default names. Your administrator can customize the names of these prompts to suit your organization.

ID

Displays the customer ID of the person who submitted the issue. When searching for issues, you can enter the customer ID or click the lookup icon to look up an ID.

Ref

Displays the issue reference number. When searching for an issue, you can enter the issue reference number.

Area

Displays the area to which the issue is related. You can select the area from the drop-down list when searching for issues. Valid entries for this field are defined by your administrator.

Assigned

Displays the name of the user to whom the issue is assigned. When searching for issues, you can enter the name of the user to whom the issue is assigned.

Name

Displays the name of the person for whom the issue was entered. This field is automatically populated after entering a valid customer ID in the ID field. When searching for issues, you can enter a name.

Type

Displays the issue type. When searching for issues, you can select the issue type from the drop-down list. Valid entries for this field are defined by your administrator.

Client ID

Displays the client ID when an issue is reported on behalf of a third party (the client). When searching for issues, you can enter the client ID.

Company

Displays the name of the company associated with the customer ID. You can enter a company name when searching for issues.

Status

Displays the issue status. When searching for issues, you can select the issue status from the drop-down list.

Associated Issue

Displays the reference number of an issue associated with this issue. When searching for issues, you can enter the associated issue's reference number.

From

Enter the beginning date to use when searching for issues entered on or after a specific date.

Thru

Enter the ending date to use when searching for issues entered before or on a specific date.

Issue list

Displays the issues that met the last issue search criteria.

Print Current Status button

Used to print the current issue status.

Send Current Status button

Used to e-mail the current issue status to any customer(s) specified in an existing ISSUEREQ activity.

In This Section

To search for issues

To delete an issue

See Also

Entering and Editing Issues

Entering and Editing Issues

Entering and Editing Issue Resolution Information


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