Issue Type
Our new field, Issue Type, is available as a way to classify the issues that affect you, your team, and your business. Give each issue its own classification, separate from the tags and categories it inherits from its process. Classify by vendor, broker, internal matter, valuation, or whatever fits your reporting and oversight needs.
Managing Issue Types & Adding values
Under Processes -> Issue Type, you can:
Create and edit issue types
Examples of Issue Types:
Broker
Vendor
Internal
IT
Adding Issue Type to an Issue
Each issue can now have one or several Issue Type values. When you create an issue, you can see the new Issue Type dropdown in the form.
Issue Log Table
The issue log table now features a horizontal scroll bar, so you can scroll through all the values, including the new Issue Type values associated with the issues.
All the new values are also available in the existing CSV export.
Advanced configuration
Do you want more depth, with more fields where you can specifically choose the vendor, broker or a more granular sub-reasons for the issue? Then contact us. The extra depth can be used for your third-party oversight as part of your Dora oversight, for example, or to make internal reporting even more detailed.
We can help set that up! Contact us at [email protected] to book a call, and we can discuss how best to structure your issue log to meet your reporting or regulatory requirements, including making specific fields mandatory to ensure consistent data capture.