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10.2.4.  Incident Priorities

Priorities are used by the Priority Management system to prioritize Incidents and To-Do's. 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-Do's. If no Priorities are defined, then none will be available when entering Incidents or To-Do's.

To access the master List of Priorities, select CRM, Master Information, Priorities option. The following screen will appear.

Priorities Master List

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

10.2.4.1. 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.