Problems

Problems are very similar to Categories (Trades), but can only be seen on the Store Manager work order creation screen. Problems are typically more in depth than categories, as this allows store managers to select exactly what the issue is within their store.

To add problems navigate to Administration>Selectables>Problems. On the Problems grid, select the plus sign (+) button on the top right hand side of the screen.

On the pop-up menu for creating a new Problem the following will be seen:

• Problem - Name of the problem (required)
• Category - The category the problem should map to (required)
• Client - Which Client's stores will have the ability to see this problem on work order creation
• Parent Problem - The top level problem. If this is a child problem, add a parent. If this is the parent problem, leave this field blank. 
  • If this is the parent problem, it's important to leave the Parent Problem field blank as this can cause several data issues in the site. 
• Active - To enable the problem to be used or not
• Areas - When store managers are creating work orders, which areas should allow this problem for selection. 

The newly created Problem can be seen either as a parent, or under a parent as a child. 
(Users can update their Problems by double-clicking them, and the the side menu above will show)

Note: Adding Selectables may need additional permissions, please contact the helpdesk for assistance to set this up.