Terminology Issues & logbook
Category
Definition - A category is a demarcation of a functional domain for which issue can be submitted.
Examples - Safety, Maintenance, Quality,...
Configuration - A category can be created via
Settings›Issues›Categories.
Subcategory
Definition - A subcategory is always part of a category and inherits the "custom fields" from its parent category. All other preferences will be overwritten.
Examples - Near misses (safety), blocked product (quality), technical intervention (maintenance),…
Configuration - A subcategory can be created via
Settings›Issues›Subcategories.
Custom fields
Definition - A custom field is a selection or input field on a form.
Options - Text, number, choice, data, date & time, file upload.
Configuration - A subcategory can be created via the button on the (sub)category.
Statuses
Definition - A status represents the current state or progress stage of an issue within its workflow.
Examples - Waiting decision, Blocked, Budget constraints, Ordered, ...
Configuration - A status can be created via
Settings›Issues›Statuses.
Workflows
Definition - The sequence and possible transitions of statuses linked to an issue.
Examples - Waiting decision, Blocked, Budget constraints, Ordered, ...
Configuration - A Workflow can be created via
Settings›Issues›Workflows.
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