Basics and how items move

In Basics you set:

• the Topic's name and description;

• its reference prefix (items are numbered PREFIX-0001, PREFIX-0002 and so on);

• its colour and icon, so it's easy to spot in lists;

• how items move: a workflow template to start from, from very simple (Open → Closed) to more detailed. You can change the workflow afterwards in Workflow;

• when an item has several restricted values: Broad (the usual choice: an incident at two sites shows to both site managers) or Narrow. See Topics, items, roles and access.

For a new Topic you can pick the workflow template before choosing Create the Topic; it's applied straight away.