Configuring Track It Actions
Adding Track it Action
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From the Administration menu, select Enterprise, select Track It, and then select Track It Actions.
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Click New and enter the following details:.
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Code: Enter a unique code that identifies the Action.
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Description: Enter a description of the action.
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Status: Select Open or Closed for the action’s status. Open actions are open / unresolved. Closed actions are completed / resolved.
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Track It Group: Select the Track It groups to which the action is available.
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Sequence: Select the sequence number that determines the position of the action in lists.
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Click Save.
Editing Track It Action
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From the Administration menu, select Enterprise, select Track It, and then select Track It Actions.
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Enter search criteria and then click Search.
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Select the code then click the vertical ellipsis Actions menu and select Edit.
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Update the configuration.
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Inactive: Select to make the Track it Action inactive. Inactive Track it Actions are unavailable when creating or editing ticket records.
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Click Save.
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Deleting Track It Action
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From the Administration menu, select Enterprise, select Track It, and then select Track It Actions.
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Enter search criteria and then click Search.
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Select the code then click the vertical ellipsis Actions menu and select Delete.
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Click Delete to confirm.
Parent topic: Configuring Track It