Submitting Issues

The process of creating and submitting an Issue can vary based on how your Issuetrak site is configured.

To submit a new Issue:

1. Click the New Issue button at the top of the left-hand menu. The Submit Issue screen will then appear.
2. If your Issue appears in the Issue Template drop-down, select it. The screen will then refresh with pre-defined fields / details.

OR

1. If your Issue does not appear in the Issue Template drop-down, enter a brief description as the Subject.
2. Include additional details or a longer description as the Full Description.
3. If you did not select an Issue Template, select an Issue Type and any Subtypes that will help categorize this Issue and assign it to the proper team member(s).
4. Select and enter information for any other fields that appear.
5. If you need to include any supporting documents or screenshots, select Include Attachment(s). Once you click Submit Issue, you will be taken to a new screen where you may add your file(s) to the Issue.
6. Click Submit Issue.
7. The message Issue ###### was successfully submitted will then appear at the top of the screen.
   1. If you selected Include Attachment(s), click Browse to locate the file(s).
   2. Once your file(s) have been located, click Save. The message Attachments successfully added will then appear.

OR

1. From an already existing issue, select Clone beneath Create in the right quick menu.
2. A new issue submission window will open and several fields will auto-populate based on the original issue.

Fields copied include:

• Class
• Submitter *
• Assigned To *
• Next Action *
• Issue Type
• Attachments
• Subject
• Status
• Organization
• Issue Sub-types
• Description
• Tasks

* These fields will not be cloned from the previous issue if the user in each respective field is inactive.

3. Select and enter information for any other fields that appear.
4. Click Submit Issue.
5. The message Issue ###### was successfully submitted will then appear at the top of the screen.