How to work with "Issues"

Modified on Fri, 12 Jul at 9:34 AM

In the Issues module, you can find all the issues/reports/con-conformities that have been reported within the company.

At the top of the screen, you can see how many issues have been reported. As you can see, I have a total of 15 issues, 0 of those have been resolved, and all 15 have the status: open.

Filter
You can make use of a filter in the Issues module, simply click on the filter symbol and select the criteria you would like to filter.

The following screen will appear. Make sure to configure the filters how you would like them to, and when you are done, please click on the OK button.

Create a new Issue

If you want to report a new issue, simply click on the New Issue button.

The following screen will open. Fill in as much information as possible, as you want the report to be as complete as possible. When you are done, click on the Save button.

Issue dossier

Every time an issue is created, a new dossier is made. When you click on an issue, the following screen will appear.

Changing the status, assigning user(s) & followers - how does it work?

Status change, when you first report an issue, it will have the status: open. After that, you have the possibility to change the status. If you are working on the issue, you can change the status to: In progress. If you resolved the issue, you can change the status to: resolved. Keep in mind that if you would like to change the status to: resolved or ‘done, not checked’ - you will have to fill in the RCA (yes, it is possible to change this).

If you assign a user to the Issue, this will basically mean that s(he) will be the ‘owner’ of this issue. And with that, it’s possible to add followers to the issue. These followers can see what’s happening in the issue dossier, and contribute to resolving the issue as well.

Visit our FAQ - for even more in-depth information regarding the Issues module.

Analysis

If you would like to analyze your data that you gathered in the Issues module, you can click on this button:

The following screen will open:

If you would like to limit your data range, you can easily do that by filling in a date range directly above the graphs.

There is also an option to create your own graphs/tables, simply click on the Add button. Choose to create a graph, or a table.

If you click on ‘Add a graph’, the following screen will appear. If you fill in all the information regarding the graph, simply click on the Add button so the graph can be added to your ‘collection of graphs’.