Client portal ยท Raising and tracking work

Reading a request, issue or change record

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Requests, issues and feature or change records all open into the same layout, so this reads the same wherever you came from.

  1. Select the row in any tracker.
  2. Read the card at the top. It carries the record number, the project name as a link back, and badges for priority, status and type.
  3. Below the badges you get the title, who raised it, when, the full description, and a File Attachments row of everything sent with it.
  4. Look at About this task on the right for Task Priority, Task Status, Task Type, Task Due Date, Sorted By and Assigned To. On a narrow screen this panel is behind the Details & actions button at the top instead.
  5. Check Closing / Sort Reason in the same panel. When someone triages or closes the record and gives a reason, that is where the reason is written down.
  6. Look at Resources in this Issue underneath for files added after the record was created.
  7. Use the Back button at the top left to return to the list you came from.

What happens when a request is sorted: the row in Request Tracker changes from Unsorted to Sorted Issue, Sorted Feature or Sorted Change, Sorted By names the person who did it, and the work carries on as a record in the matching tracker. Open that tracker to follow it from there.

On a record still sitting in Request Tracker, the Actions button offers Delete Request, which asks you to confirm and cannot be undone. Once a record has been sorted, Actions offers Add Resources instead, for attaching more files.

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This is the product as it stands today. A call is where you find out which parts of it your team would turn on, and what a deployment looks like.

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