Setup for Journals, Follow-Ups and Trouble Tickets

The following setup is required to support journals, follow-ups and trouble tickets in the IDI platform:

• Configure the applicable tables in Data Management in the Admin Console. See Journals in Data Management.

• Set up permissions for working with journals, follow-ups and trouble tickets. See:

  • Journal Permissions

  • Follow-Up Permissions

  • Trouble Ticket Permissions

• Choose whether to group journals, follow-ups and trouble tickets on the Journals tab (default), or isolate them on separate tabs. See Isolating Trouble Tickets, Follow-Ups and Journals.

• Choose whether to use the trouble ticket icon on the customer window to annunciate open red-flag trouble tickets only (default), or all open trouble tickets. See Display All Open Trouble Tickets.

  There are additional set-up requirements to auto-assign follow-ups and trouble tickets. See Setup Requirements for Auto-assign.