Issue Type
Overview
Issue Type – Business Overview
Issue Type is a simple but essential setup document in Dafater that helps organizations categorize and standardize the kinds of customer or internal support issues they handle. It acts as a common language for classifying problems, requests, or complaints, making support operations more organized and measurable.
What Issue Type Is Used for
In day-to-day business operations, Issue Type is used to: - Define clear categories for support issues (for example: Billing Issue, Technical Problem, Service Request). - Ensure consistency when logging and tracking support cases. - Enable better reporting and analysis of recurring problems. - Help teams respond faster by quickly understanding the nature of an issue.
By using Issue Type, businesses avoid vague descriptions and ensure every issue is clearly identified from the start.
Prerequisites / Setup Requirements
Before using Issue Type, the business should: - Review common customer and internal issues that occur regularly. - Agree on standard issue categories that everyone understands. - Keep the list simple and meaningful to avoid confusion.
This setup is usually done once and reviewed periodically as the business grows or services change.
Typical Workflow and Business Fit
Define Issue Types
The business creates a list of Issue Types that reflect real support scenarios.Use During Issue Logging
When a support issue is reported, the user selects the appropriate Issue Type.Support Handling and Tracking
Support teams use the Issue Type to prioritize, route, and resolve issues efficiently.Review and Improve
Management reviews issue trends by Issue Type to identify problem areas and improve products or services.
This makes Issue Type a foundational element in the overall support and customer service process.
Key Business Scenarios Where Issue Type Is Essential
Customer Support Operations
Quickly understanding whether an issue is related to billing, service quality, or system access.Internal Helpdesk Management
Categorizing employee requests such as IT support, HR queries, or facility issues.Performance and Trend Analysis
Identifying frequent issue categories to reduce repeat problems and improve customer satisfaction.Service Quality Improvement
Using issue patterns to guide training, process changes, or service enhancements.
Important Considerations for Users
- Keep Issue Types clear and specific, but not too many.
- Avoid overlapping categories that may confuse users.
- Review Issue Types regularly to ensure they still reflect real business needs.
- Train users to select the correct Issue Type for accurate reporting and analysis.
In summary, Issue Type is a small but powerful setup tool in Dafater that brings structure, clarity, and insight to support and issue management processes.
Basic Information
- Module: Support
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| description | Description | Small Text | - | Details explaining this issue type for Dafater issue management |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Support Team | ✓ | ✓ | ✓ | ✓ | ||
| System Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Issue | Linked from | Support |