Creating Problem Portfolio
1 min
This functionality is intended to create a portfolio of problems in order to speed up the creation of a new problem by grouping them by specific criteria.
Procedure
- Access the main menu Processes > Problem Management > Problem Portfolio;
- Click on "New Portfolio";
- Complete the necessary fields and add an image to represent the portfolio, if it is necessary;
- Select the portfolio created and click on "Advance";
- Click on "New model" and complete the available fields, for example, link the flow to the portfolio, select the group that will execute the problem, link the contract, define the impact, urgency, and others;
- Define the status as "Active”;
- Click on "Save".