How Do I Configure an Issue & Opportunity Record Type?
An Issue and Opportunity can be recorded in the system to assist in identifying any problems within the workplace and in highlighting areas for improvement. An Issue & Opportunity Record Type is used when logging an issue or opportunity, as it helps ensure that all necessary documentation and information are included and compliant.
- On the left side menu, go to Settings and click Issue & Opportunity Types.
- Click New Issue & Opportunity Record Type.
- Enter the Name, and Description.
- 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.
- 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.