Manage Defect Types

This article helps you understand how to manage defect types on your project.

Updated over a week ago

'Manage Type' option allows field administrators to customise the list of different types of defects available in the defect form. This activity is a part of setting up defect form on a project. Click on required option below for detailed help:

Note: Currently, filters cannot be applied in following tabs - Sites, Contacts, Exchange.


Create New Defect Type

1. Navigate to 'Sites' tab and select the project in which you need to create / manage defect types.

2. Click on 'Manage Type' icon at the top right above the sites listing area.

3. A new popup of 'Manage Defect Type' will come up on screen, click on 'Add Defect Type' button to add a new defect type.

4. Key in the defect type name and click on 'Save' to only create a defect type.

5. If you want that a particular defect type can only be assigned to users of specific organization then select the required organization against the defect type and click on 'Save'. You can only select one organization here.

6. Secondly, after selecting the required organization you want that a particular defect type can only be assigned to a particular user of selected organization then select the required user in the user field. You can only select one user here.

7. Doing so will ensure while raising a new defect form, you can assign defect to only this user.


โ€‹Example:


For defect type 'Civil' if you have selected organization 'Civil Contractors Plc' then while raising a new civil defect you will see a list of all users who are a part of organization 'Civil Contractors Plc' in the 'Assign To' field of defect form.


Additionally for the defect type 'Civil' if you have selected organization as 'Civil Contractors Plc' and also selected a user 'Bob Brickwork' of 'Civil Contractors Plc' then while raising a new civil defect you will only see one user i.e. 'Bob Brickwork' in the 'Assign To' field of defect form.

8. Click 'Save' to complete creating new defect types.


Manage Existing Defect Types

1. Navigate to 'Sites' tab and select the project in which you need to create / manage defect types.

2. Click on 'Manage Type' button on the right side just above the defects listing area.

3. Select the 'Deactivate' checkbox against the defect type which you need to remove.

4. Click on 'Save' to deactivate the selected defect type.

5. Once deactivated, the defect type will not be available in defect form.

6. To reactivate a defect type, uncheck the deactivate checkbox and click on save, now this defect type will be available in defect form.


Next Article: Create a Defect


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