Configure an Issue
To configure an issue:
- Click the Observations section on the left-side pane.
- Select the Issues tab.
- Click Configure Issue.
- In the General section, customize, Issue Title, Description, Photos, Priority, Category fields.
- In the More Details section, adjust Plant, Unit, Location, Asset, Assignee, Start Date and Time, Due Date and Time, Status fields.
- Add additional fields by clicking Add Field.
- Create new sections by clicking Add Section.
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Add or remove columns except for mandatory fields like Title, Unit (if
enabled), Location/Asset, Priority, Status, Due Date, Assigned To:
- New fields added during configuration appear as selection criteria in column configuration.
- Default configuration applies to newly created plants. You need to modify configurations to meet specific business needs.
- You can Copy configurations from one plant to another.
- When modifying one plant's configuration, you will be prompted to apply changes to all plants.
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Click Save & Publish to implement changes.
The right side of the screen displays a mobile preview of the "Create Issue" form, allowing you to verify the layout and functionality before publishing.