Configuring Track It Actions

Adding Track it Actions

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

2. Click New and enter the following details:.

   1. Code: Enter a unique code that identifies the Action.

   2. Description: Enter a description of the action.

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

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

      2. Sequence: Select the sequence number that determines the position of the action in lists.

3. Click Save.

Editing Track It Actions

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

2. Enter search criteria and then click Search.

3. Select the code in the search result, then click the vertical ellipsis Actions menu and select Edit.

   1. Update the configuration.

   2. Inactive: Select to make the Track it Action inactive. Inactive Track it Actions are unavailable when creating or editing ticket records. 

   3. Click Save.

Deleting Track It Actions

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

2. Enter search criteria and then click Search.

3. Select the code in the search result, then click the vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.