How Do I Configure an Issue and Opportunity Type?
Adding an Issue & Opportunity type to the system can help categorise the Issue and Opportunity.
- On the left side menu, go to 'Settings' and click 'Issue & Opportunity Types'.
- Click ‘+ New Issue & Opportunity Type’.
- Enter the name, and description.
- Choose the Controlled Checklist Form from the dropdown options (you can select multiple).
- Click 'Save & Submit'.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. name and form.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. description.
This is required before you can add an Issue and Opportunity Type:
Other Options:
- Under the dropdown, you will see an option to add more Documentation Systems, by clicking the ‘Here’ button highlighted. This will take you to the Documentation System section, where you can add more - be cautious that when you click this button, the details you have entered will be deleted..