Configuring Track It Actions

Adding a Track it Action

1. From the Administration menu, select Enterprise, select Track It, and then select Track It Actions.

2. Click New.

3. Complete the following fields:

   • Code. Enter a unique code that identifies the Action.

   • Description. Enter a description of the action.

   • Status. Select Open or Closed for the action’s status. Open actions are open / unresolved. Closed actions are completed / resolved.

   • Track It Group. Select the Track It groups to which the action is available.

   • Sequence. Select the sequence number that determines the position of the action in lists. Edit the action or use the Move Up and Move Down buttons to change the sequence number of the action

Editing a Track It Action

1. On the Track It Actions presentation screen, enter search criteria and then click Search.

2. From the search results, select the row level vertical ellipsis and select Edit.

3. Make your updates.

4. Select the Inactive check box to make the action inactive. Inactive Actions are unavailable when creating or editing ticket records. (You cannot delete Actions if they are associated with a ticket number, but you can make them inactive.)

5. Click Save.

Deleting a Track It Action

1. On the Track It Actions presentation screen, enter search criteria and then click Search.

2. From the search results, select the row level vertical ellipsis and select Delete.

3. Confirm your decision and click Delete.