Actions - Data handling

How do I manually import an issue file?

To view issues, select the View/Issues menu option.(This menu option is only available if the logged in user has the necessary permission in their user profile).

There are 2 views for issues, the Issue Listing which is a grouped list of the issues, and Issue Cards which is the same data, but each record is organized as a detailed card which is more suitable when printing.

Issue Listing

Issue Filter

Issues can be globally filtered by selecting to display All Issues, Resolved Issues or Unresolved Issues.

Use the data grid to group, sort, filter and print the issues as desired.

• To insert a new issue, click the Insert button and enter issue details. Click the OK button to save the new issue, or the Cancel button to cancel the insert.
• To edit an issue, click the Edit button and edit issue details as desired. Click the OK button to save the edited details, or the Cancel button to cancel the edit.
• Issues cannot be deleted, and can only be removed during maintenance by purging old issues.

Issue Details

• Reference Free form reference number or code used to refer to this issue.
• Description A brief description of the issue.
• Comment Any additional comments.
• Type Select an issue 'type' from the drop down list. These types are used to categorize and group related issues . The list of issue types can be edited.
• State Select an issue 'state' from the drop down list. The state can be changed or advanced as an issue is being resolved, to indicate the process currently being applied to the issue. The list of issue states can be edited.
• Issue Date The date the issue occurred.
• Issue Time The time the issue occurred.
• Resolved If selected, the issue has been resolved. Note: Users need special permission to resolve issues.
• Resolution Select an issue resolution from the drop down list. Once an issue is resolved, an adequate resolution can be selected to reflect the outcome. The list of issue resolutions can be edited.

• Details Enter a detailed explanation of the issue here.

• Actions Enter any actions that have been performed to resolve this issue.