Converting to Issues

Note that converting a request will automatically remove it from the request queue. Any staff who were notified by the request will have the notification activity automatically actioned (removed from their To-do List).

1. Expand "Requests" in the navigation and click "Show All". The Request queue will load in the main window.

2. Any requests with the issue icon may be converted into an issue. If you do not see the issue icon then you either have 0 issue requests currently available or you may not have configured an issue request type.

3. The "Create new issue" screen will load, with the issue contact set to be the person who emailed the request. The issue subject and description will default from the request subject and description. Choose the issue type, progression and other fields as per creating a normal issue.

4. Once saved, an activity containing the intial request will live against the issue. If you staff had replied to the request via email then those replies will also be located here.