How to Copy an Existing Issue Type

  Who is this article for?  

  Issue Managers, Issue Administrators

Issue types are the templates used to define the data, permission and notification requirements for the different types of issue that your system is handling. This could be anything from Change Control, to Accidents and Incidents or Non-Conformance handling.

Each type consists of the key details, associated workflow, settings, permissions, notifications and any custom fields that your form or process require.

In this article we will be discussing how to copy an existing Issue Type.  This will mean you can take the details of a current Issue Type and replicate them for a new one.

1. Navigate to Home, then Issues and then Issue Types.  You will taken to a page as per the image below:

2. Select any status from the list and click on the  Options button and select Copy. This will open the Copy issue type page as shown in the image below:

3. From here, you can make any changes you require to the copied record, then click Save.

Any changes made will only affect the copied version of the issue type record, not the original.