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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
Incident Categories are used by the Incident Management system to categorize Incidents. When Incident Categories are entered in the Master Information section, these Categories are then available for use when entering or updating Incidents.
You must manually create Incident Categories if you want the ability to assign them to Incidents. If no Incident Categories are defined, then none will be available when entering Incidents.
To access the master list of Incident Categories, select the "Incident Categories" option. The following screen will appear.
The "Incident Categories" screen displays information on all existing Incident Categories, including Incident Category order, name, and description.
To create a new Incident Category, select the NEW button. The following screen will appear:
When creating a new Incident Category, you are presented with the following options:
Enter a name to define the Category (e.g., Customer Issue, Vendor Issue, etc.).
Specify the order in which the Category should appear when using the drop-down list on the Incident screen.
Enter profile to be used when delivering Email related to Incidents with this Category.
Enter a brief description of the Incident Category.