Phase 1: Access and General Configuration

Locate the Service: Go to the issue reporting service page (URL ending in /issues)

Enter Settings: Click the Cogwheel icon ⚙️ in the top right corner

• [ ] Update Appearance: Set the Cover Image and Icon for the Discover card
• [ ] Set Category: Choose the category where the service will be listed on the Discover page
• [ ] Control Visibility:
  • [ ] Toggle Pinned to show it on the Home page
  • [ ] Toggle Visible to show/hide the service entirely
• [ ] Assign Roles: Grant permissions to specific users/groups
  • Service Administrator: Full control (configure categories, policies, assignees)
  • Service Editor: Limited control (manage issues, edit appearance only)

Phase 2: Global Service Configuration

Navigate to the "Issue Reporting Settings" section

• [ ] Set Assignee Group: Select the group of users (e.g., service providers, maintenance team) who can be assigned to work on issues
• [ ] Configure Custom Fields (Optional): Select fields (like unit number) to pre-fill from company/household data
• [ ] Add General Note (Optional): Write a message visible on the main landing page of the service
• [ ] Add Issue Policy (Optional): Write guidelines or rules (Yellow box) that appear at the top of the reporting form
• [ ] Check Issue Prefix: Ensure the code linking issues to your community is correct (usually handled during onboarding)

Phase 3: Create Issue Categories

• [ ] Navigate to the "Issue reporting categories" section and click + Category. For each category (e.g., "Plumbing," "Cleaning," "IT Support"), complete the following:

A. Basic Category Setup

• [ ] Select Language: Ensure the category is created for every supported language in your community
• [ ] Category Name: Enter a clear, concise name
• [ ] Parent Category: If this is a sub-category, select the main category it belongs to