Edit an Issue Type

You can edit an issue type in a case using any of the following methods:

  • Issues Explorer

  • Issues Applicator

Issues Explorer

To edit an issue type from the Issues Explorer, open a case and follow the steps below:

  1. Open the Issues Explorer.

    If the explorer is hidden, you can use the Explorers dropdown in the Main Menu to view it.

  2. Select an issue type in the explorer.

  3. Click the Edit button in the explorer.

    4. The Edit Issue dialog appears.

  4. Change any of the information for the issue type.

    5. Change any of the following fields as necessary:

    • Name - The name to identify the issue.

    • Description - A short description that briefly explains the issue type.

    • Shortcut - The shortcut keys to apply the issue to a transcript. (See Apply an Issue to a Transcript for more information on this procedure.)

    • Tooltip - A short phrase to help describe the issue or its purpose.

    • Color - The color assigned to help identify the issue when it appears in a list or a transcript.

    • Parent - The issue type can be set as a parent issue (i.e. first level issue), or set as a sub-issue of another issue type already part of the case.

    With the information changed, you can move on to the next step.

  5. Click the Save button.

    6. The changes you made are saved to the issue type you selected.

Issues Applicator

To add an issue type from the Issues Applicator, open a transcript in a case and follow the steps below:

  1. Open the Issues Applicator in the Transcript Work Area ribbon bar to open it.

    2. The Issues Applicator appears.

  2. Select an issue in the applicator.

  3. Click the Edit button in the applicator.

    4. The Edit Issue dialog appears.

  4. Change any of the information for the issue type.

    5. You may change any of the other information in the dialog:

    • Name - The name to identify the issue.

    • Description - A short description that briefly explains the issue type.

    • Shortcut - The shortcut keys to apply the issue to a transcript. (See Apply an Issue to a Transcript for more information on this procedure.)

    • Tooltip - A short phrase to help describe the issue or its purpose.

    • Color - The color assigned to help identify the issue when it appears in a list or a transcript.

    • Parent - The issue type can be set as a parent issue (i.e. first level issue), or set as a sub-issue of another issue type already part of the case.

    With the information changed, you can move on to the next step.

  5. Click the Save button.

    6. The changes you made are saved to the issue type you selected.

 

Related Topics

Overview: Issues

Add an Issue Type to a Case