Adding and Editing Issue Types (Account Level)

Editing Issue Types in the Admin Panel 

You can edit Issue Types at the Account Level or the Building Level. At the Account Level, you will be editing and adjusting issue types for all properties across your account. At the Building Level, you will be editing issue types for a selected property or properties.

Permissions Required: 

• Can Manage Issue Types
• Can Configure Issue Type Settings

Accessing Issue Types

1. Click the Admin tab.
2. Navigate to the Account section of the Issue Type feature to add or make changes to the Issue Type list.

Adding an Issue Type

1. Click the blue "Add Issue Type" button in the top right corner of the page.
2. Select the Issue Category.
3. Name the issue.
4. Click Add Issue Type.

Note: You can update the SLA for an Issue Type by changing the priority, which correlates to the SLA settings configured in Admin > SLA. Click here for more information on SLA.

Editing Issue Types

Within Admin > Issue Types, you can specify certain configurations for all your work order issue types. This includes setting issue-specific Priority Levels and Assignees. You can also manage accounting information such as Labor Rates, Charge Codes, and Budget amounts for that issue type. Finally, you can configure whether the issue type is Billable, Taxable, and visible to Property team members or tenant users with provisioned Prism accounts.

Any changes are automatically saved within the issue type grid.

Bulk Editing Issue Types

For convenience, selecting the checkbox to the left of multiple issue types allows you to make bulk edits to similar issue types.

Please refer to this guide on more details for how you can utilize and customize Issue Types!