Create issue categories

Log in to the web app.

Select Observations from the menu on the left-hand side.

Select Catégories from the top of the page.

Click Add category on the upper-right of the page.

In the pop-up window, enter a category name and click Add category.

In Workflow, you can customize the following settings:

• Edit the category name: Go to the “Category name” box. Click Modifier le nom, and enter a new category name.

• Set up your email notifications: Go to the “Notifications” box. Click Modifier les notifications, and in the side panel, select the recepients of your notifications and the details to include in the email notification.

• Set up Critical Alerts: Go to the “Critical Alert notifications” box. Click Modifier les notifications, and in the side panel, select the recipients of your alerts.

• Define the issue fields: Go to the “Issue fields” box. Click to turn each field on or off and set each field as optional or required. Click to reorder the fields.

• Add custom questions: Go to the “Custom questions” box. Click Ajouter une question and enter the questions you want to include in the initial report. Click to reorder the fields.

Click Accès on the top of the page to customize the following settings:

• Manage category visibility: Turn Category visibility on or off to show or hide the issue category. Click Modifier to select who can report issues related to this category.

• Set up issue access: Go to the “Issue access” box. Click Modifier to select who can view issues reported using the category.