Issue settings
- Saago provides 14 predefined issue types.
- Issue forwarding rules may be configured by issue type.
- Issues are converted to tasks using predefined settings.
- Every issue type may be configured with different settings.
- Issues may automatically be converted to tasks and assigned as work orders. Read more
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Issues are classified by type to simplify the issue reporting proccess for the clients using the client portal.
Predefined task fields
| Name | Description |
|---|---|
| Task category | Applies pricing rules according to task category's configuration |
| Task priority | Sets the task deadline based on 'expected completion in' time of the task priority |
| Task confirmation | Sets whether the tasks should be manually reviewed or may progress to the next task life-cycle stage |
| Set task deadline from issue receival date | Task deadline is calculated based on the receival date/time of the issue, otherwise uses current date/time |
| Active | If true, the client portal displays specified type as an available option for the issue reporter to choose from |
Forwarding rules
| Name | Description |
|---|---|
| Order | Order in which the specified forwarding should apply. Lower order numbers are evaluated first |
| Role | Property to user relation role name, that the forwarding rule applies to |
| Description | Notes and comments, only displayed within settings view |