account is listed as an owner. To go to the Tracked Issue Overview, select Tracked Issues from the Actions menu on the Menu Bar. You can find a specific tracked issue in the list by typing criteria in the Quick Find search box. In addition, you can use filter fields to narrow the list of tracked issues. To show only tracked issues that have been closed, select the Show Closed check box. To show only tracked issues associated with a specific business entity, type the entity name in the Associated To field. To show only tracked issues that are not associated with a business entity, select the Associated To Is Blank check box. The list is updated according to your filter criteria. Each tracked issue row includes an Actions menu and any values entered in these fields: Issue Issue Description Created Type Current Step Step Description Step Created Issue Associated To To delete a tracked issue, select Delete from the Actions menu on the tracked issue row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button. Click the Save button to apply your changes. The system displays a message to confirm that your changes were saved. To view the contents of a tracked issue, select from the menu on the tracked Open Actions issue row. The system takes you to the Tracked Issue Summary component. See for more information. Creating a Tracked Issue Each tracked issue is based on a reference issue, which defines the steps, actions, and events that occur in order to resolve the issue. To add a new tracked issue, perform the following steps: On the Tracked Issue Overview component, select Create Tracked Issue from the menu on the component header. Actions The system opens the Create Tracked Issue modal window, which lists reference issues that are not associated with an entity. Locate the reference issue you want to use as a basis for the tracked issue by typing
account is listed as an owner. To go to the Tracked Issue Overview, select Tracked Issues from the Actions menu on the Menu Bar. You can find a specific tracked issue in the list by typing criteria in the Quick Find search box. In addition, you can use filter fields to narrow the list of tracked issues. To show only tracked issues that have been closed, select the Show Closed check box. To show only tracked issues associated with a specific business entity, type the entity name in the Associated To field. To show only tracked issues that are not associated with a business entity, select the Associated To Is Blank check box. The list is updated according to your filter criteria. Each tracked issue row includes an Actions menu and any values entered in these fields: Issue Issue Description Created Type Current Step Step Description Step Created Issue Associated To To delete a tracked issue, select Delete from the Actions menu on the tracked issue row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button. Click the Save button to apply your changes. The system displays a message to confirm that your changes were saved. To view the contents of a tracked issue, select Open from the Actions menu on the tracked issue row. The system takes you to the Tracked Issue Summary component. See for more information. Creating a Tracked Issue Each tracked issue is based on a reference issue, which defines the steps, actions, and events that occur in order to resolve the issue. To add a new tracked issue, perform the following steps: On the Tracked Issue Overview component, select Create Tracked Issue from the Actions menu on the component header. The system opens the Create Tracked Issue modal window, which lists reference issues that are not associated with an entity. Locate the reference issue you want to use as a basis for the tracked issue by typing