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During the implementation stage of ServiceAutomation, the Issue List is created to support the usage of a dashboard. Issue List provides users with an efficient way to upload a predefined set of issues that are relevant when it comes to creating work orders in a dashboard. Each dashboard can have its own issue list or utilize the same one. Issue list ensures accurate information, establishes how work orders are created, and collects data. This is necessary to ensure a work order has the proper information to determine:
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An original issue list created during implementation may not necessarily match a location's needs. At some point, you may want to change revise the issue list to support the needs of a location. You would want to modify the issue list is to:
- Update the Priority or NTE of items in your issues list to reflect your new needs.
- Modify one of the options to be more clear to the store/location user (using location friendly terminology).
- Create new options as you learn there are issues that aren't currently available in the list.
- Remove choices that are no longer applicable.
- Add instructive messages, troubleshooting text, or asking for additional details.
- Respond to changes in your locations that are the result of remodels or resets.
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Important: Without an issue list added onto each dashboard, you will not be able to submit a work order in that dashboard. |
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