Convert Issue List

During the implementation stage of Service Automation, the Issue List is created to allow users to enter work orders on the Dashboard. The Issue List provides users with an efficient way to define an appropriate set of issues that are relevant when it comes to creating work orders

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

  • the area of the issue within the location
  • the asset that is having the issue
  • the category and priority of the issue
  • 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 the options to be more clear to the store/location user. 
  • Create new choices that do not exist or remove choices that are no longer applicable. 
  • Add instructive messages, troubleshooting text, or adjust guided troubleshooting options. 
  • Respond to changes in your locations that are the result of remodels or resets.

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

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