The names of many of the fields in FootPrints
can be changed by the administrator (Title,
Priority,
Status,
Description,
etc.), as well as the name of the records (Issue).
Custom fields can also be created. For
clarity, this manual always refers to FootPrints records as Issues,
and uses the default terms for the other field names.
Title—If you need
to edit the title, replace the old text with new text.
Priority—To change the
priority, choose the new priority from the drop-down box.
Status—To change the
status, choose the new status from the drop-down box.
Contact
Information—To choose a contact from the set of contacts in the Address Book, click Select
Contact. To update the information for the current contact,
change the data and check the Update
Contact checkbox; this updates the information in the current Issue
and in the Address Book (this feature is not available if the LDAP feature
is enabled). To create a new contact, check the Create Contact checkbox and enter the data. This feature is also not available if the LDAP feature is enabled. Click Select Department to choose the contact based on t the contact's department. Click History to view a list of Issues submitted by that contact previously (the contact information must be entered before the History button can assemble a list of previously submitted Issues).
Note
The user’s Issue history can be viewed by clicking the History
button.
Issue
Information—Replace
the old text with new text (or select a new choice from the drop-down
box) for each field that you want to edit.
Description—Add new notes
for the Issue. The original description is kept intact; you are
adding a new description with a time/date/user stamp. To view the
current description in read-only format, click the link for View
Current Description.
Note
If the Workspace Administrator has enabled the Edit
most recent description option, an additional text box is displayed
that contains the most recent description and which may be edited.
Check with your administrator for more information.
Search
Knowledge Base (optional)—Search
the Knowledge Base for a Solution to the current Issue, and then import
that Solution into the description. Refer to Creating
Issues for complete instructions.
Attachments—You can attach
one or more additional files to the Issue each time you edit it. Administrators can define rules for attachments that include restrictions on size and/or file type as well as making attachments mandatory. Rules can be applied based on fields, such as the Status field, which means an attachment may be made mandatory when the status is Open, for example, but not for other statuses. For Quick Edits, attachment rules only apply based on the Status filed and not on any additional fields.
NOTE
File attachments can be sent with email notifications. However, attachments of one or more files that exceed 5 Mb in total size can severely slow down notifications. If your total attachment size exceeds 5 Mb, a warning message is displayed.
Assignee Picker—There are two ways you can edit the assignees lists with the Assignee Picker:
To
remove an assignee or Team, highlight the name in the box on the right
and click the left arrow. The name is removed from the assignee
box and is displayed in the box on the left. To assign a new user,
highlight the user’s name in the list on the left and click the right arrow.
Double-click an assignee in the Assignees list to remove the assignment. Double-click a member of the Workspace Member list to assign the issue to them. Assigning someone to the issue does not remove their name from the Workspace Member list.
Email
Notification—Select
the users to receive email notification for this update. The checkboxes
for Agent/Contact/CC default to the settings chosen by the Workspace Administrator
for the status and priority chosen.
Time
Spent—Enter
the additional time you have spent on this Issue. If auto time tracking
is enabled, FootPrints automatically tracks the time. There
is also a link here to edit existing time tracking data. If
time tracking comments are enabled, you can also enter comments of up
to 255 characters.
History—You cannot edit the History section of an Issue.
Submit Changes—When you are
ready to submit your changes, click Save.
The Issue is updated and the FootPrints Homepage is displayed.
If the Issue has multi-line character field(s) with a
timestamp, these fields act the same as the Description field in that
you cannot edit the existing data, but you can append data to the field.
You can
edit the data in multi-line character fields that do not have the timestamp.