Maintaining Reference Issue Steps

The system uses a reference issue as a guide for how a tracked issue should operate and what information it contains. This includes the steps or processes that need to be fulfilled in order to resolve the tracked issue.

The Steps tab on the Issue Summary component contains a list of all the steps available for the reference issue. Each issue has an open and close step by default. You can change the name of these steps if needed to better represent the specific issue being tracked, but you cannot delete the open or close steps. You can add or delete other steps between the open and close steps as needed.

Note: Steps and step events included in a reference issue cannot be modified after the reference issue is used to create a tracked issue.

Each row contains an Actions button and current values for the following fields:

To view or maintain the actions included in an issue step, select Open from the Actions menu on the step row (see Maintaining Reference Issue Step Events).

To change the name or description for an issue step, click anywhere in that row. The system highlights the row in blue. Click in a field and add or change information as required.

To add a new step, click the New button. The system adds a new row at the bottom of the list of issue steps. Enter a value for the step name and description.

To delete a step, select Delete from the Actions menu on the issue step row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button.

Note: An issue must always have an open and close step. These steps can be renamed, but they cannot be deleted.

When you have finished making changes to issue steps, click the Save button to apply your changes. The system displays a message to confirm that your changes were saved in the database.