Note: This feature is specific to companies with the Tickets module enabled. Contact our sales team if you'd like to learn more about managing post completion defects.
Know what went wrong, not just who fixed it 🔎
Every ticket can now be categorised by root cause and responsible party, so accountability data is captured from the start.
What's New
Two new fields are live on tickets: Root cause and Responsible party. Your team defines the root cause options, and the responsible party is picked from companies on the project, or added on the spot. There's also a new Resolve option for when a defect is fixed but you still need time to assign accountability, separate from Closed.
Why it Matters
This traces tickets back to where things actually went wrong, not just the trade that did the work. It turns post-completion from a record of work done into something that helps teams improve, with real insights and early warnings off the back of categorised data.
How to Set It Up
Note: Setup is at company level, so you'll need admin access.
1️⃣ Go to Company setup > Tickets > Categorisation
2️⃣ Toggle Root cause or Responsible party on as mandatory
3️⃣ Create your root cause options and responsible party list
Here's the full guide.