How to Add, Edit or Delete Issue Types
Open the Issue Types Window
1: Click Admin from the Menu.
2: Select Issue Types from the drop down list - the Issue Types window will open.
Add an Issue Type
1: Click the New button from the Menu - the New Issue Type window will open.
Enter Details
1: Enter a description for this Issue Type.
2: Select a Category from the drop down list. To add Categories to the list, click here for instruction.
3: Enter details of the Primary and Secondary Parties.
4: If required, up to 5 text fields can be created. Give each required field a name.
5: If required, up to 4 Amount fields can be created. Give each required field a name.
6: If required, up to 4 Date fields can be created. Give each required field a name.
7: If required, up to 4 Check Boxes can be created. Give each required check box a name.
8: Click OK to Save changes and close the window.
Edit an Issue Type
1: Select the Edit Type to be edited.
2: Click Edit from the Menu - the Edit Issue Type window will open.
Edit details
1: Edit the details.
2: Click OK to Save the changes and close the window.
Delete an Issue Type
1: Click the Issue type to be deleted.
2: Click the Delete button to delete the Issue Type.
3: If deleted in error, click the Undelete button to ABORT the deletion.
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