Managing Resolution Steps

Applies to: Resolution Fault

On a resolution fault the first step is opened for editing by default. In order to edit the steps for this resolution fault this edit step dialog will need to be closed.

Steps

The steps for the resolution are presented in a table format. The order in which they appear in this table dictates the order in which the user must complete them.

Steps of a resolution fault

Adding a step

1. Click on the Add Step button.

2. Enter a title for the step (optional).

3. Click the Save button.

4. The edit step dialog will be shown.

5. You can either close this dialog and add another step or start to fill out the step information.

Editing a step

1. Click the Edit button next to the step you want to edit

2. This displays the edit step dialog, you can then edit the title, body text, images & videos and associated objects
3. Once you have finished, click Save

Reordering steps

1. Click on the reorder button next to the step you want to reorder
2. Select the new position for the step from the dropdown list
3. Click Save

Deleting a step

1. Click the delete button next to the step you want to remove
2. In order to stop steps being deleted accidentally you must enter "DELETE" into the textbox

3. Click the Delete button

🔙 Back to: Editing a Fault