18.4. Using Issue Tracker

18.4.1. Creating and Editing Issues

Note: The Document Attachment feature is only available in the Professional Edition of OfficeClip

All issues have a field called Title that is used to provide a short description of the issue. In addition, issues have fields such as category, status, description, etc. to help further explain the issue. For example, an issue can be tracked with High criticality and Open status, meaning in general that the issue is very important and it has not yet been acted upon.

	Note
	The drop down lists for various fields can be customized to have different meanings depending on the type of organization.

Issues can be assigned to certain users and rules can be set to have an email sent to them, notifying them that a new issue has been created and assigned to them. Users can also give details about the resolution of the issue in the Resolution text box, type any additional information in the Comments text box and write a note by clicking the New Note link. Issues can also be edited; each edit creates a history log so that progress on an issue can be accurately recorded.

To create a new issue, select the Issue Tracker application and click on a binder name to view the list of issues associated with a particular binder.
Click on New Issue and on the button bar, click on a particular issue to edit it or click the edit icon in the far right column.
Fill in the fields as applicable to your issue (See the field explanations below).
Click Save when finished or press Cancel to exit the screen without saving any of the information.

The following fields are presented to the user while entering issues:

Title	Give the issue a title
Description	Write in the details of the issue
Category	Allows you to categorize an issue in ways that fit your needs
Status	Select the state the issue is in from this list
Priority	Assign a level of importance to the issue
Kind	Select what type of issue you have
Regarding	Choose if this issue is linked with another object like `Accounts`, `Contacts`, `Opportunities` or `Projects` etc.
Resolution	Write details about the how the issue was resolved
Comments	Additional details, commentary, etc. about the issue can be written here
Attachments	Outside documents can be attached to the issue by clicking the Edit Attachments link.
Email Case To	Send the issue to anyone by typing in their email address

	Note
	The field names can be changed by the administrator, who can also add an unlimited number of user-defined fields.

	Important
	The required fields are shown with an asterisk * in front of them. These fields must be filled in for the issue to be saved.