Problems

Last Updated January 23rd, 2018 by Mark Coughlan

Set and create Problems to define which Problems can be reported when creating a Work Order.

Officetrax comes with 13 default problems to make communication with other Officetrax users easier (standardizes problem names). These problems cannot be deleted. They can be edited, however, when dispatching using one of these default problems, another user may only see the default name given rather than your edited/custom name so it is recommended that you leave the default problems as-is aside from adding your overrides, expenses, and trades.


Adding New Problems

How to add a Problem:

  1. Navigate to Settings.
  2. Click on Problems under Maintenance settings.
  3. Click the New Problem button and fill out all the required fields. See below for help with some of the fields.

Parent Problem

The parent problems are going to be one of the default Officetrax problems. This helps you organize/categorize your problems further into sub-problems etc.

Deleting Problems

You can only delete sub-problems you've created.


How to delete a problem:

  1. Navigate to Settings.
  2. Click on Problems under Maintenance settings.
  3. Click the button next to the Problem you wish to delete.


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