NOTE: Users will only see "Issue" if the Issue Module has been enabled at the account level. Users will need the permissions "Can Create New Issues" & "Can See All Issues (Read Only Access)" at the Issue category level of the Issue type they are permitted to create.
Creating a New Issue
In order to create a new issue, hover over the"" located to the right of your home tab. Under "Create a New" you will see "Issue" as an option. Click on it:
You will be asked to:
1. Provide a Title / Short Description of the Issue
2. Choose the Issue Category
3. Select a Project Due Date, which is the Issue completion target date
4. Click "Create"
In the "Details" section of the newly created Issue you will be able to:
1. See the Issue Category Key
2. See and edit the Title/Short Description
3. See the Project Due Date
4. Clicking on the "" will show the due date history timeline
5. Clicking on the "" will allow you request a new project due date
6. Add more Project Assignees. Project assignees are notified when a new Issue is created, stages are completed, and if the project, stage, or tasks are past due.
7. Clicking on the "" will take you to your tasks full table
8. Clicking "" allows you to create a new project task
9. The two icons "" allow you to link an item or upload an attachment
Once you are through the Project "Details" section, you will enter the first stage of your Issue. This stage should look very similar to the "Details" section of the project:
1. "": Stage due date log which logs all due date changes
2. "": Allows you to request a stage due date extension
3. "": Allows you to add additional stage assignees
4. "": Allows you to link other account items and upload attachments
5. "": Allows you to create a new stage specific task
Under "Links/Attachments" you will find any Fields or Instructions. If you made an account or stage custom field required you will have to complete the field in order to move forward:
The Chat Log, found at the bottom of the page, allows users to log comments in regards to the stage. The comment is logged and time stamped:
When the stage has been completed, the stage assignee will click on their account configured "completion" button. The button labels are unique to for each account. If you are unclear about the configured buttons you see, reach out to your account administrator:
Once the button to continue/completion is selected, a slider box will appear. This slider box displays the workflow options when the user completes the stage. This will need to be filled in before the Issue can move to the next stage:
1. Stage Assignee: The person completing the stage will have their name listed here and will be required to sign first.
2. Approval Workflow Steps: Select the appropriate person from the dropdown to approve your stage completion.
3. Add Another Step: The user can add an additional approval workflow step, if needed.
4. Select Assignee for Next Stage: Select the use from the dropdown that is to complete the next stage.
5. Launch Stage Workflows: Click here to start the approval workflows for this stage.
After the workflows are complete, the next stage will become available. If you notice that you missed something and you need to go back into the stage, you do have the opportunity to "Cancel workflows and revert to this phase". This will revert all signatures and the workflows will have to be relaunched:
Users will repeat these steps until all stages have been completed. In your Issue table, you will be able to see that it has reached its Final Stage.
NOTE: We recommend that final stages be labeled something that is obvious and users will know that it is a FINAL stage
If you would like to export the Issue to a PDF, you may do so by clicking the three vertical dots at the top of the Issue to the right of your initials:
NOTE: The PDF will not include the chat log comments.