About Scheduled Issues

Your system can automatically submit issues on a scheduled basis through Scheduled Issues. You may pre-define the Subject, Description, Issue Type / Subtype(s), Assigned To, Tasks, etc., and upload attachment files for any of these issues.

Scheduled Issues may include issues that need to be addressed at routine intervals, such as daily, weekly, bi-weekly, monthly, quarterly, biannually, or annually. They may also include issues that need to be addressed at a future date.

Example…

Create a Scheduled Issue for Employee Reviews on a quarterly or annual basis.

Create a Scheduled Issue for System Backups on a daily or weekly basis.

Create a Scheduled Issue for X Product Support Renewal to occur next June 15th.

While Scheduled Issues are most commonly created from scratch based on known activities that need to occur, they can also be created based on open or closed issues that reveal otherwise unknown activities that need to occur.

Example…

Use an issue submitted by a customer that has been handled inappropriately to create a Scheduled Issue for Customer Follow-up to pro-actively ask how they are doing and if you can be of any service in one month.

Use an issue submitted because employees cannot print from a network printer because the printer is out of toner to create a Scheduled Issue to Check / Replace Toner on this printer every other month.

Use an issue submitted based on a new hire that will need a performance review one year from their hire date to create a Scheduled Issue for Performance Review of this particular employee every year on the hire date.

Tracking routine issues along with all the on-demand issues your team handles leads to more accurate reporting. With greater visibility into every activity / service provided by your team, resources can be most efficiently and effectively allocated and / or justified.

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Adding Scheduled Issues

Steps:

1. Click the gear icon in the upper right > click Scheduled Issues beneath Issue Setup > click Add on the right quick menu. This will open the Define Scheduled Issue screen. You must first select an Issue Type before the correct Issue Form can load.

OR

1. Click the gear icon in the upper right > click Scheduled Issues beneath Issue Setup> click Create from Issue on the right quick menu.
2. Enter the issue number of the existing issue that needs to recur and click Create. This will open the Define Scheduled Issue screen with the details copied from the existing issue.
3. Enter an Issue Name that allows this issue, as well as its purpose, to be easily identified.
4. Select how often this issue is to be automatically submitted using the Submit this issue drop-down. To have this issue recur only for a certain time period, enter a Stop submitting on date or select one from the calendar search.
5. Enter a brief description as the Subject.
6. Include additional details or a longer description as the Full Description.
7. Select an Issue Type and any Subtypes that categorize this issue.
8. Select / Enter any other appropriate information.
9. To include tasks, use the Task Manager.
10. If desired, and if Asset Management is enabled, select asset(s) that should be associated with this scheduled issue.
11. Click Save.

A confirmation message will appear when this process is complete.

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Preventative Maintenance

Scheduled Issues can be used in conjunction with Asset Management for the purpose of preventative maintenance.

Steps:

1. Click the gear icon in the upper right > click Scheduled Issues beneath Issue Setup > click Add on the right quick menu. This will open the Define Scheduled Issue screen. You must first select an Issue Type before the correct Issue Form can load.
2. Enter "Preventative Maintenance" as the Issue Name in order to be easily identified.
3. Select how often this issue is to be automatically submitted using the Submit this issue drop-down. To have this issue recur only for a certain time period, enter a Stop Submitting On... date or select one from the calendar search.
4. Enter "Preventative Maintenance" description as the Subject.
5. Include additional details or a longer description as the Full Description.
6. Select an Issue Type and any Subtypes that categorize this issue.
7. Select the asset(s) that this will apply to.
8. Consider appending the name of the asset(s) to the previously-entered Issue Name and/or Subject.
9. Select / Enter any other appropriate information relevant to preventative maintenance.
10. Click on Save.

Your site will now periodically submit preventative maintenance issues according to the schedule you've set.

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Editing Scheduled Issues

Steps:

1. Click the gear icon in the upper right > click Scheduled Issues beneath Issue Setup. The Scheduled Issue List screen will then appear.
2. Click the edit link next to the issue. The Edit Scheduled Issue screen will then appear.
3. Modify the appropriate information.
4. Click Update.

A confirmation message will appear when this process is complete.

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Copying Scheduled Issues

Steps:

1. Click the gear icon in the upper right > click Scheduled Issues beneath Issue Setup. The Scheduled Issue List screen will then appear.
2. Click the copy link next to the issue. The Clone Scheduled Issue screen will then appear with data copied from the selected issue.
3. Modify the appropriate information.
4. Click Save.

A confirmation message will appear when this process is complete.

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Searching Scheduled Issues

Steps:

1. Click the gear icon in the upper right > click Scheduled Issues beneath Issue Setup > click Search on the right quick menu. The Search Scheduled Issues List screen will then appear.
2. Enter / Select criteria to search on from the options that appear.
3. Click Search.

The Scheduled Issue Search Results screen will then appear. You may click on a Name to open the Edit Scheduled Issue screen.

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Deleting Scheduled Issues

Steps:

1. Click the gear icon in the upper right > click Scheduled Issues beneath Issue Setup. The Scheduled Issue List screen will then appear.
2. Click the del link next to the issue.
3. Click OK when prompted to confirm.

A confirmation message will appear when this process is complete.