ISSUES

Video Tutorials

• Introduction to Change Control, Issues and Settings
• Navigating Change Controls and Issues Module
• Configuring Categories for Change Controls and Issues
• Logging and Completing a Change Control and Issue

Issues Module Overview

• Issues Module Dashboard Overview
• Issues Module: Full Table Overview
• Issues Category Configuration Overview
• Issues Category Configuration Tips Overview
• Issue Category Permissions Overview
• Issues Module Account Audit Trail Overview

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Issues "How To's" In Detail

• How to Create a New Issue Category
• How to Create a "Role Multiple Selection" Type Account Custom Field and/or Stage Custom Field for Issues
• How to Create a "Role Single Selection" Type Account Custom Field and/or Stage Custom Field for Issues
• How to Create a "User Multiple Selection" Type Account Custom Field and/or Stage Custom Field for Issues
• How to Create a "User Single Selection" Type Account Custom Field and/or Stage Custom Field for Issues
• How To Configure a Cancellation Workflow for an Issue Category

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