Issue Categories
Organize and manage issue categories with custom fields, assignments, and templates for effective issue classification and resolution.
Before You Start
Ensure you have administrative permissions to manage issue categories. Plan your category structure and custom fields before creating categories to ensure effective organization.
Category Management Overview
Issue categories provide a structured way to organize and classify issues based on their type, impact, and resolution requirements. Effective category management ensures consistent issue handling and improved resolution efficiency.
Category Structure
Each issue category has a defined structure that includes:
- Name: Category display name for easy identification
- Assignee Configuration: Default assignees for issues in this category
- Custom Fields: Category-specific fields and validation rules
- Linked Templates: Inspection templates associated with the category
- Linked Task Types: Task types that can be created from issues
Category Features
Issue categories provide powerful features for automated assignment and data collection.
Default Assignees
- Automatic Assignment: Automatically assign users/groups to new issues
- Site-Specific Assignment: Assign based on site location
- User Group Assignment: Assign to specific user groups
- Mixed Assignment: Combine individual users and groups
Custom Fields
- Field Types: Text,Multiple Choice.
- Validation Rules: Required fields, format validation
- Field Ordering: Arrange fields in logical order
Creating Issue Categories
Creating effective issue categories requires careful planning and configuration.
Category Planning
- Identify Issue Types: Analyze common issue types in your organization
- Define Categories: Create logical category groupings
- Plan Custom Fields: Determine what additional data is needed
- Assign Responsibilities: Define who should handle each category
- Link Templates: Identify relevant inspection templates
Category Configuration
- Basic Information: Set category name
- Assignment Rules: Configure default assignees
- Custom Fields: Add and configure category-specific fields
- Template Links: Associate inspection templates
- Task Type Links: Link to relevant task types
Custom Field Management
Custom fields allow you to capture category-specific information for better issue management.
Field Types
- Text Fields: Single-line or multi-line text input
- Multiple Choice: Dropdown selections
Field Configuration
- Field Name: Descriptive name for the field
- Field Type: Select appropriate field type
- Required/Optional: Set field requirement status
- Default Value: Pre-fill common values
- Help Text: Provide guidance for field completion
- Field Order: Arrange fields in logical sequence
Field Validation
- Required Fields: Must be completed before saving
Assignment Configuration
Configure automatic assignment rules to ensure issues are properly routed to the right personnel.
Assignment Methods
- Site Users: Assign users from specific sites
- Site Groups: Assign users from site user groups
- All Site Members: Assign all users associated with a site
- Direct User Assignment: Assign specific users directly
- User Group Assignment: Assign users from user groups
- Mixed Assignment: Combine users and user groups
Template Integration
Link issue categories to inspection templates for streamlined issue resolution.
Linked Templates
- Inspection Templates: Templates for issue investigation
Task Type Links
- Task Types: Define task types for different issue categories
Category Management Best Practices
Follow these best practices to create effective and maintainable issue categories.
Category Design
- Clear Naming: Use clear, descriptive category names
- Consistent Structure: Maintain consistent structure across categories
- Scalable Design: Design for future growth and changes
- User Feedback: Gather feedback from users on category effectiveness
Custom Field Design
- Use Custom Fields: Use custom fields for category-specific data
- Assignment Rules: Set up appropriate default assignments
- Template Integration: Link relevant inspection templates
- Field Validation: Implement appropriate validation rules
- User Experience: Design fields for easy completion
Need Help?
If you need assistance with category management or have questions about custom fields and assignments, contact your system administrator or refer to the detailed documentation for status management and integration features.