---
title: "Setup for Journals, Follow-Ups and Trouble Tickets"
slug: "setup-for-journals-follow-ups-and-trouble-tickets"
updated: 2026-07-22T12:36:09Z
published: 2026-08-10T20:23:40Z
canonical: "help.idibilling.com/setup-for-journals-follow-ups-and-trouble-tickets"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](/v1/docs/journals)
  - [Follow-Up Permissions](/v1/docs/follow-ups)
  - [Trouble Ticket Permissions](/v1/docs/trouble-tickets)
- 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](/v1/docs/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](/v1/docs/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](/v1/docs/setup-requirements-for-auto-assign).