Issues

Organizational Entity: Issues

Issues, keep track of problems.

Issues are essentialy a way to put extra tasks that need to be performed. They have a very specific structure: which you can see on your right.

You can have many types of issues. Each type of issue has steps that need to be followed in order to be solved. These steps are called actions. You can have as many actions as you want and when the issue is resolved, there must be an action that is going to be “final”. You can have many final actions since an issue can be resolved in multiple ways.

You can assign issues to customers and units (lifts) or even specific callouts or other tasks. Each action has an overdue date. When this date comes and you haven’t moved the issue to another action or haven’t closed it, you will be notified via the notfication system.

Each action holds a unique code, which is also its order. We suggest using the recommended code. If it is already taken, the next one should be used (e.g. recommended code: 100 is taken, manually put 101). Ιf the code is taken then it will display a notice.

How to edit issue types

Issue types management

Description: Name of the issue
Code from – Code to: Max and min codes of your actions
Actions: Shows Action management window (see below)
Mobile: Make the issue available on the mobile application
Management: See opened issues of this type
Excel: -coming soon-
Standard: -coming soon-

Action management

The task code must be unique, please use the recommended one. If for some reason the one that is recommended is taken, then use the next number.

Code Action: The unique ID of the action
Description: Name of the action
Group : – coming soon –
Final: If the issue is final
Out of calendar : – coming soon –
Print on Document: Show action on reports and prints
Deactivate: Make the action invisible, but do not delete it
Notify Technician: Send notification to technician about the maintenance
Notification: Show action on Winlift notification system when it needs to get executed

How to add a new issue

Quickly from the menu

In most of the cases, an issue is usually tied with a Unit/Lift, so we have added a quick option to add an issue to a unit from the menu.

When you are done hit save.

On the forms of each entity

You can open the issue form from each entity and add a new one, by right clicking on the issue table.

From the calendar

Add an issue by clicking on a day in the calendar.

How to manage issues

The Issue Form

Issue Details

Registration Date: When the issue was registered
Deadline: Ιf the issue has a deadline
Urgent: If the issue is urgent
Solution: When the issue is a solution to something (you will propably never need to use this)
Affiliate: The customer
Related Contact: Can select a contact related to your customer.
Other Contact: Is a text field where you can add another contact that is not registered in the application.
Issue Type: Can select the type of the issue.
Issue Title: The title/description of the issue
Unit: The unit/lift related to the issue.

Curent Action

This section will always display the current action.

What I do: The action
Who: The person responsible for the execution of the action
When: When the action shall be performed (you will also recieve notifications for that)
Our Notes: Extra information
Client Notes: Information given by the client
Do not show on mobile: Do not display the action on mobile

Move to next action

In order to indicate that the current action is finished and to move to the next action, you will have to click the arrow button .

When you do that, you will have to enter the next action. The current action will be moved to the history, and the current action area will be cleared.