In this session, we will focus on how your issues are structured and what information needs to be collected from submitters. We will explore how to design issue forms that support accurate reporting and a smooth submission experience, including how to organize and label fields for clarity and consistency.
Issue Structure
- Issue Types / Subtypes
- User-Defined Fields (UDFs)
- Optional Fields
- Issue Forms
- Issue Templates
- Scheduled Issues
Key Takeaways
After this session, you should be able to:
- Identify the Categories and Subcategories (Types/Subtypes) you will need.
- Begin planning what fields will be on your Issue Forms for your different Issue Types.
- Understand how the issue structure configuration supports form usability and reporting.
How-To Videos
To see a demonstration of how to create a new Issue Type, click the Continue button to start the presentation below.
To see a demonstration of how to create a new User Defined Field (UDF), click the Continue button to start the presentation below.
To see a demonstration of how to work with the Custom Record Table, click the Continue button to start the presentation below.
To see a demonstration of how to create a new Issue Form, click the Continue button to start the presentation below.
To see a demonstration of how to create a new Issue Template, click the Continue button to start the presentation below.
To see a demonstration of how to create a new Scheduled Issue, click the Continue button to start the presentation below.
