NOTE: Users will need the permission "Configuration: Issues" to perform these steps.
To create a new Issue Category, from your Main Dashboard, click the "Settings" icon:
Under "Configuration", select "Issues":
Click "Create" to create a new Issue Category:
Fill in the "General Settings". When this information is completed, click "Create":
Name: input the name of your new Issue Category
Description: provide a brief description
Key: this allows you to choose your own unique prefix for the Issue you are creating, ex: INT
Key Starting #: the number the Issue will be assigned for this category, ex: INT-14, INT-15, etc.
Once the Issue Category is created, you will be directed to the "General Settings" Section. The settings configured here only pertain to this Issue Category:
PDF Export Options for all Versions: Here you can choose how you want the PDF export of the Issue Category to look like and include.
Need Help? Click: Configuring PDF Export Options
Roles/Permissions for all Versions: Here you can select the Roles you would like to assign to the Issue Category. This gives the users assigned to the Roles certain actions and visibility within this Issue Category and within the Issue itself:
Stages & Transitions: Here you will name and define each stage of your Issue and the workflow that must be completed prior to moving onto the next stage. You can have as many stages as you want and multiple transition options per stage:
Note: DO NOT CIRCLE BACK/LINK BACK TO A PREVIOUS STAGE (ex: Stage 1 > Stage 2 > Stage 4 > back to Stage 2). If you need to create repetitive loops, you will need to define a separate stage (ex: Stage 1 > Stage 2 > Stage 4 > Stage 2 with an additional qualifier, Stage 2 Second Pass).
Stage Configurations: Next, each stage will need to be configured once you have created the stages and transitions. You can add custom fields to each stage. There are 3 types of custom fields that you can choose from:
Plain Text/Instructions: Basic text/information in the form
Account Custom Field: Account Custom Fields are configured under Settings - Custom Fields.
Stage Custom Field: Stage Custom Fields will only appear in a particular stage form
Manage Stage Assignees/Signatures: After the stage configurations have been created, you will need to click on "Manage Stage Assignees/Signatures" for each stage to fill in the data. You have to choose stage assignees and add at least 1 Signature in order to move to the next stage:
Stage assignees are notified when a stage is launched and ready for completion or when the user needs to complete workflows for the active stage. Each stage must have at least one assignee. Stage owners are chosen from the list of authorized individuals or roles. You will also decide what users' signatures are required to move onto the next stage (stage signatures) or who needs to be notified that the stage has been completed. You can add as many signatures/view notifications that you want, choose the order in which they are sent, or you can choose to have them all sent at once by making the number the same. You can also choose whether they can be delegated and/or if a comment is required:
Need Help? Click: Managing Stage Assignees and Workflows
Actions You Can Take: When an Issue is still in the "draft" state, you will see an "approve" button and a "delete" button in the "General Settings" section (top). You can only delete a category if it is in a "draft state". Once your Issue Category is fully configured, navigate back to the top and click "Approve For Use":
Once the Issue category has been approved for use, it will show as "Active" under Settings - Configuration - Issues: