Unlock the key steps to effectively setting up Resolutions.
The Resolutions are outcomes for the record types when a record is being closed.
If you have IMS (Add-ons), Conversations, CheckPoint, and CMMS, you will need to set up Reported Via
Setup a new Resolutions
From the Homepage, click the 
then click Setup. There you will find the Setup Menu. Click Resolutions to enter into the Resolutions setup.
The Resolution Grid is a place where you can view and manage your Resolutions.
Click the 
to add a new Resolutions.
The Add Resolution Page gives you the ability to add a new Resolution.
- To add a Resolution, click the Add button.
- Fill in the Resolution Name.
- Provide a Description.
- Select a Facility.
- (Optional) If this is a parent-child relationship. Select the Parent Department. If not, leave this field blank.
- Select the Module you would like the Resolution to be displayed on.
- Click Save.
Additional Commands and Features
Once back at the Grid, the Actions button allows you to Edit or Delete an entry.
The Command bar allows you to Search, Filter, Mass Delete, and Add.
Search
The Search button allows you to search by your own unique inquiries.
Filter
The Filter button allows you to filter by Facility or Modules.
- To Filter by Facility, click on the Filter button. A new window will appear.
- Click on the box next to the Status you want. A checkmark ☑ will appear.
- Click Apply to save your filter settings.
- To Filter by Module click on the Filter button. A new window will appear.
- Click on the box next to the Feature you want. A checkmark ☑ will appear.
- Click Apply to save your filter settings.
Mass Edit
The Mass Edit button allows you to mass edit all the entries.
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The Mass Edit button allows you to mass edit all the entries.
- To Mass Edit, click the boxes next to the entries you want to edit.
- Click the Edit button.
- Click on the box next to the category you want to be changed.
- Enable a module by clicking on Disabled to Enable the value.
- Add a Facility.
- Remove a Facility.
Mass Delete
The Mass Delete button allows you to mass delete all entries.
- To Mass Delete, click the box left of the word Actions. This will enable you to select all the entries.
- Click the Delete button on the Command Bar.
- A window will appear on the screen confirming you want to delete all records. Click Delete.