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Resolutions

Resolutions allow you to track how issues are completed. When logging or editing an issue, you can select one or more resolutions and add a quantity where needed. This helps you understand patterns and report on how work is being resolved.

How to set up Resolutions

  1. Go to Manage > Resolutions
  2. Click Create New Resolution Group
  3. Enter a name for the group
  4. Add at least one Resolution to the group
  5. Save the group

To add more resolutions later

  1. Open the Resolution Group
  2. Use the menu to add additional resolutions

To require a quantity

  1. Edit the Resolution
  2. Turn on Requires Quantity

To link a Resolution Group to Categories

  1. Go to Category Management
  2. Select a Category, Sub-group, or Group
  3. Choose the Resolution Group

Note
Linking at a higher level will automatically apply to all related sub-groups and categories.

How to use Resolutions on an Issue

  1. Create or open an Issue
  2. Select a Category
  3. If a Resolution Group is linked, the Resolution field will appear
  4. Choose a Resolution from the dropdown

If the Resolution requires a quantity
5. Enter the quantity when prompted

To update or remove

  • Click the number to edit the quantity
  • Click the cross to remove a Resolution

What to expect

  • The Resolution field only appears after selecting a Category with a linked Resolution Group
  • Selected Resolutions are removed from the dropdown to prevent duplicates
  • Adding another Category may add more Resolution options
  • Removing a Category will remove any related Resolutions
  • If no Resolutions are available, the field will disappear

Reporting

You can report on Resolutions to understand how issues are resolved across your operation.

Available options include

  • Issues by Resolution (bar chart)
  • Issues by Resolution Group (pie chart)

You can also filter records by

  • Resolution
  • Resolution Group

Quantities are included in reporting values.

Permissions

  • Categories and Resolutions share the same view, create, and edit permissions
  • A separate permission is required to set a Resolution on an Issue