Setting Up Issue Tracker

Set up Operations-related Issue Types and Departments that are relevant to your business operations.

Set Up Issue Tracker

Issue Types can be linked to a department such that only the users who are allocated to the selected department will receive a notification that an issue raised requires their attention.

Setting Up Departments

1. Search for Department Tree in the global search bar.
2. If you are creating a stand-alone department that does not have sub-departments, click All Departments and then Add Child.
   Leave Group Node unchecked and fill in the Department Name and select your Company Name.
   Go to step 5.
3. If you are creating a department that has sub-departments, click All Departments and then Add Child.
   Check Group Node and fill in the Department Name and select your Company Name.
   Continue to step 4 to add sub-departments.
4. To add sub-departments under a department, click the parent Department and then Add Child.
   Leave Group Node unchecked and fill in the Department Name and select your Company Name.

Setting Up Issue Types

Once you have finished setting up your Departments,

1. Click on Home.
2. Click Issue Tracker on the navigation side bar, Create Issue Type, then Issue Type.
3. Click the blue button Add Issue Type and fill in the Issue Type Name.
4. Refresh your screen if the new Issue Type has not appeared in the list.
   Select the Issue Type that you have just created and select a Department.

Which users will be notified when an issue is created?

Only system users with the following Role Profiles will receive notifications about issues being created.

1. Audit Department
2. Business Development Department
3. Manager
4. Site Admin
5. Training Department

If the Issue Type is linked with a Department,

only the users in the Department will receive notifications when an issue of the Issue Type is logged.

If the Issue Type does not have a Department,

all users with the above Role Profiles will receive notifications when an issue is logged.