General notes:
- Both customers and admins can create issues for each fixed equipment.
- Customer and admin can only edit/delete issues whose status is Open.
- At a time,-you can only create 1 issue for 1 fixed equipment. After the issue is closed, a new issue can be created
For Customers:
Step 1. Log in to the customer portal -> select Assets menu -> select a fixed equipment to create an issue and click New Issue
Step 2. Enter the necessary information in the issue creation screen below -> then click Save
After the issue is successfully submitted, the assigned employee will receive a notification email with the title "New Issue Created".
Step 3. Customer can create an issue action to change the status of the Issue. I will create an issue action with a status of Normal
Result: The issue's status changes to Normal. Admin will receive a notification email when the issue's status is changed with the email subject as "Issue Change Status"
On the Admin side: after receiving an issue from the customer, he can create a related task at the Tasks tab
Admin can also create issue actions to update the status of the issue
Or admin can manually change the status of the issue. Customers will also receive a notification email when the issue's status is changed by the admin with the email subject being "Issue Change Status"
Admin can also create issues in order detail, provided all issues are closed. Customers will receive a notification email with the subject "New Issue Created"
Issue history tab
Issues tab: displays a list of issues of the same fixed equipment
Admin can see the list of issues of an order as below
Customer can see the list of issues as below