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Procedure documentation Create Issue/Top Issue Directly

Use

You want to create a Top Issue/Issue.

Prerequisites

You have:

      created a solution

      assigned the required roles, and created authorization objects according to SAP note 834534.

      set up SAPconnect in the IMG (transaction SPRO), if you want to send E-Mails.

      configured the CRM Survey Suite and the CRM Application Tool (CAT) Server, in the IMG (transaction SPRO), if you want to use the Feedback functionality.

      installed the Adobe Document Service (ADS) and configured it in the IMG (transaction SPRO), if you want to generate the Issue Summary as a PDF document:

       set up http connection to external server

       activate the service

Procedure

Create Top Issue

...

       1.      Choose the transaction SOLUTION_MANAGER.

       2.      Choose the solution for which you want to create the Top Issue.

       3.      Choose Continuous Improvement Top Issues, in the Operations area.

If you have already created Top Issues, you can see them in a table.

       4.      Choose Create Top Issue.

You go to the Top Issue Maintenance screen.

       5.      Enter the required data.

       6.      Save your data.

Create Issue

Note

You can connect issues to service sessions.

...

       1.      Choose the transaction SOLUTION_MANAGER.

       2.      Choose the solution for which you want to create the Issue.

       3.      Choose Continuous Improvement Issues, in the Operations area.

If you have already created issues, you can see them in a table.

       4.      Choose Create Issue.

You go to the Issue Maintenance screen.

       5.      Enter the required data.

       Description tab.

You can replace the template with your own problem description.

       Context tab

Assign your (top) issue to a detailed Solution Context:

                                                  i.       Choose business process, business process step and/or system.

                                                ii.       Choose Add.

The selected context appears in the table below. If the issue was created in a session, the session appears.

       Recommended Tasks tab

       Assign tasks to your issue

       You can assign issues to your top issue

       Messages/Expertise on Demand tab

       You can request an SAP expert here

       Service Sessions tab

You assign the created session to the issue.

       Change Requests tab

You can assign change requests to the issue.

       Processing Information tab

You see important data about the workflow of your issue, e.g. the processor.

Note

You can send change messages when you change attributes, e.g. processor.

       6.      Save your data.

The issue ID is in the procedure data.

Note

The system generates the issue ID.

       7.      Go back to the initial screen.

Result

The issue created appears in the issue list.

You can:

...

      assign tasks to the issue.

      order a service for it from SAP.

      request an SAP expert.

      print out a summary report in HTML or PDF format for one issue, with Summary.

      fill out the SAP feedback form with the Feedback link. You can analyze the feedback form with the CRM Survey Suite or the Issue Reporting.

      process your issue further in expert mode, and close it if possible.

Note

When you have closed your (top) issue, you cannot reopen it.

 

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