Once you have clicked on an issue, you will see “Issue Types”. This section allows the issue owner to record the multiple issue types that commonly occur in an issue, as well as who was involved in each issue type and their role.
You can add an issue type by first clicking “Add issue type” in the header, or an involved party by clicking “Add Involved Party”.
Then select the issue type you would like to add. You can search for a specific issue type using the search bar. Then make sure you click “Save” so that your new issue type appears on the issue.
To select an involved party, select the involved party type. You will then be able to select an exact person using the field that appears. For an employee, you will search for that employee within your organization. Make sure to select “Add Involved Party”, so your selection isn’t lost.
Once you have an issue type and an involved party, you can record certain things in relation to that involved party. These things include roles, sanctions and outcomes. You manage roles by clicking “Manage Roles”.
This window will then appear. From here you can select the role that relates to this involved party. Once you have selected the role you wish to choose, click “Save”. The role of that involved party is now saved.
To manage sanctions, click “Manage Sanctions”. This window will then appear. From this window you can select any sanctions against the involved party. You can use the search bar instead of scrolling for ease of use. Once you have selected the sanctions you desire, click “Save” to save the sanctions.
You can manage outcomes by clicking the ellipses at the end of the involved party’s section. This will bring up a drop down menu from which you can click “Add Outcome”. This will create a new outcome.
This window will then appear. Fill out all of the fields as desired, and then click “Save outcome”. You have now created a specific outcome for a specific involved party inside of an issue. These tools in issue type can be used on any number of involved parties for different issue types, all within one issue.