About Recurring Issues

Information

Your system can automatically submit issues on a scheduled basis through Recurring 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.

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

For example:

  • Create a recurring issue for Employee Reviews on a quarterly or annual basis.
  • Create a recurring issue for System Backups on a daily or weekly basis.
  • Create a recurring issue for X Product Support Renewal to occur next June 15th.

While recurring 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.

For example:

  • Use an issue submitted by a customer that has been handled inappropriately to create a recurring 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 recurring 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 recurring 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.

Only users with Sys Admin or Can access and maintain Administration functions permissions can add, edit or delete Recurring Issues within your system.

Recurring issues require a SQL Server Scheduled Job to function properly. If Issuetrak was installed using the Installation Program, this job was automatically created with the name IssuetrakRecurringIssues_ using the frequency daily, once at 12:00am. You may increase or decrease this frequency by modifying the job. For the steps and script needed to create this job manually, please see KB Article #1552: How do I set up the SQL Server Jobs?. For customers in the cloud environment, this is managed for you.


Applies To:

Issuetrak 9.9+