How to create a new issue
Version 4 (Ádám Szücs, 11/12/2014 10:45 am)
1 | 1 | Ádám Szücs | h1. How to create a new issue |
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3 | 1 | Ádám Szücs | To create a new issue, please login. (If you don't have access to our CRM system yet, please click [[info:How_to_apply_for_access|here]] for more information.) |
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5 | 1 | Ádám Szücs | h2. Before you create a new issue |
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7 | 1 | Ádám Szücs | Please make sure that |
8 | 1 | Ádám Szücs | * none of your colleagues reported an issue in the same topic previously, |
9 | 1 | Ádám Szücs | * there is no preannounced maintenance related to: |
10 | 1 | Ádám Szücs | ** the system you are using (see the Banner in the header) |
11 | 2 | Ádám Szücs | ** our central infrastructure (see the "Home page":https://crm.initon.com) |
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13 | 1 | Ádám Szücs | h2. Creating new issue |
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15 | 1 | Ádám Szücs | 1) *Select the relevant service / system* (top-right corner of the screen) |
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17 | 1 | Ádám Szücs | !en_project_dropdown.png! |
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19 | 1 | Ádám Szücs | 2) Click on the *New issue* tab and fill the following fields: |
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21 | 1 | Ádám Szücs | !en_new_issue.png! |
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23 | 1 | Ádám Szücs | 2.1) *Tracker*: Please choose from the values below. (The available options are depending from your organization’s contract.) |
24 | 1 | Ádám Szücs | * +Operational error+: If a system / service doesn't work or slowed down significantly. _(Free activity.)_ |
25 | 1 | Ádám Szücs | * +Support+: Any issue which can't be classified into the other categories. _(Free activity, for activities covered in the contract within the available time frame.)_ |
26 | 1 | Ádám Szücs | * +Warranty repair+: For fixing functional failures in the system developed by INITON. _(Free activity.)_ |
27 | 1 | Ádám Szücs | * +Request for proposal+: For preliminary inquiry, when a new request arises. _( Free activity, which becomes order, if the proposal is accepted.)_ |
28 | 1 | Ádám Szücs | * +Order+: To order a new task, without a preliminary request for proposal. _(Subject to charges. It will be done only after prior approval.)_ |
29 | 1 | Ádám Szücs | * +Complain+: If we made a mistake. _(Free activity.)_ |
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31 | 1 | Ádám Szücs | 2.2) *Subject*: Short text, which clearly describe the topic of the issue. The general descriptions should be avoided ("Error", "Please help", etc.). |
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33 | 1 | Ádám Szücs | 2.3) *Description*: A longer description, which contains all relevant information. Error message or log entry can be included in the text, and files also can be added by *Files block* at the bottom of the form. |
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35 | 1 | Ádám Szücs | 2.4) *Status*: The issues will be created in New status. |
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37 | 1 | Ádám Szücs | 2.5) *Priority*: The importance of the issue. (Please select Immediately and Urgent values only in inevitable situations.) |
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39 | 1 | Ádám Szücs | 2.6) *Environment* If the system / service is available in different environments, you can select the related one: |
40 | 1 | Ádám Szücs | * ALL: All environments |
41 | 1 | Ádám Szücs | * PROD: Production environment |
42 | 1 | Ádám Szücs | * TEST: Test environment |
43 | 1 | Ádám Szücs | * EDU: Educational environment |
44 | 1 | Ádám Szücs | * DEMO: Demo environment |
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46 | 1 | Ádám Szücs | 2.7) *Watchers*: You can add users, who will be notified by e-mail about the issue modifications. |
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48 | 1 | Ádám Szücs | After completion of the form, the issue can be recorded by the *Create button*. |
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50 | 1 | Ádám Szücs | h2. More information |
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52 | 4 | Ádám Szücs | * You can find more information about the issue handling [[info:Issue_handling|here]]. |
53 | 1 | Ádám Szücs | * The *previous issues and their current status* are available on the *Issues tab*. |