View/Edit Corrective Action

How to view/edit a corrective action

To view or edit a corrective action, simply follow the steps below:

1. Click on ‘Tickets’ on the menu on the left part of the screen.
2. Click on ‘Corrective Actions’.
3. Select the corrective action you want to view or edit and click the pencil/eye icon (depending on your role permissions) at the right of the row.
4. Change the fields that you want.
5. Click on ‘Save’ if you want to save any changes.

Fields

On this screen you can view/edit the following fields:

1. Title

The title of the ticket.

2. Service

The service the ticket is linked to.

3. Account Contact

The full name of the account contact linked to the ticket.

4. Owner

The full name of the owner of the ticket.

5. Status

The status of the ticket.

6. Creator

The full name of the creator of the ticket.

7. Creation Date

The date the ticket was created.

8. Description

A description of the ticket.

Also, on this screen you can do the following:

• Download an attachment. To do this, click on the attached file name under 'Attachments'.
• Upload an attachment. To do this, click on 'Select attachment' and select the file you want to attach.
• Read any included comments in the 'Comments' section on the bottom part of the screen.
• Add a comment by typing text in the 'New Comment' section and then clicking on 'Submit'. You can also add an attachment to your comment by clicking on 'Select attachment' and selecting the file you want to attach.

• Resolve the ticket. To do this (you need to be the owner of the ticket), add a comment by typing text in the 'New Comment' section, tick the 'Resolved' box and then click on 'Submit'.