Query types

Each query is given a Category & Type which link to the Module in which the problem can be fixed.

The Category is the area of the system where it has been raised, e.g. Contributor, Commission, Other payment, Matching and so on.

The Type gives a more specific classification of the query, for example Incorrect invoice number or Address format.

When entering queries, the category and type are selected from these preset values. To set up a new query type:

1. Go to the appropriate Category. This enables you to give users a context for the query, for example address formatting will only be relevant to contributor data whereas invoice queries will relate to expense claims and non-contributor payments

2. Insert a new record under Query types

3. Give the type a Name

4. Save your changes