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11.2.4.  incident Priorities

Priorities are used by the priority management system to prioritize incidents and to-dos. When priorities are entered in the Master Information section, these are then available for use when entering or updating incidents and to-dos.

Tip

You must manually create priorities if you want the ability to assign them to incidents or to-dos. If no priorities are defined, then none will be available when entering incidents or to-dos.

To access the master list of priorities, go to CRM > Setup > Master Information > Incident Priorities. The following screen will appear.

Priorities master list

The List Priorities screen displays information on all existing priorities, including priority order, name, and description.

11.2.4.1. Incident and To-Do Priority

To create a new priority, select the NEW button. The following screen will appear:

Create new Priority

When creating a new priority, you are presented with the following options:

Priority

Enter a name to define the priority (e.g., High, Medium, Low, etc.).

Order

Specify the order in which the priority should appear when using the drop-down list on the Incident screen.

Description

Enter a brief description of the incident priority.