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During the implementation stage of ServiceAutomation, the Issue List is created to support the usage of a dashboard. allow users to enter work orders on the Dashboard. The Issue List provides users with an efficient way to upload a predefined define an appropriate 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.

The Issue list ensures accurate information, establishes how work orders are created, and collects data. This is necessary to ensure a Each work order has the proper information mapping to determine:

  • Exact issue. 
  • Location

    • the area of the issue within the location
    • the asset that is having the issue
    • the category and priority of the issue
    • Problem type.
    • Category. 
    • Indicate
    • the appropriate NTE amounts
    • whether a service provider is needed.


    At some point, you may want to revise the issue list to support the needs of a location. You would want to modify the issue list 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 Remove choices that do not exist or remove choices that are no longer applicable. 
    • Add instructive messages, troubleshooting text, or asking for additional detailsadjust guided troubleshooting options
    • Respond to changes in your locations that are the result of remodels or resets.
    Warning

    Important: Without an issue list added onto each dashboard, you will not be able to submit a work order in that dashboard. 


    Note

    Each dashboard can have its own issue list or utilize the same one.



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