Add an issue

Modules » Issues & Service » Add an issue

There are 2 easy ways to start creating an issue:

 

 

 

 

 

 

 

 

 

1) From the top navigation menu. Click Issues > New Issue.

Since we don't know the company the issue belongs to, you'll need to search for it. Then you can continue entering the issue details.

Note that depending on the issue type and status progression you select, you may be prompted to complete additional steps.

 

Option 2) From a company view screen, click Add > Issue

Fill in the fields on the "Create a new issue" screen as you see fit. Click Save when finished.

Note: If the company has an active contract package, this field will also appear, allowing you to allocate this issue to the package.