To Work with Issues

Create issue types, specify root causes, and import and autocreate issues.

Create an Issue Type

As the project administrator, you can create issue types and assign them to issues. You can then sort issues by type and categorize them by point of origin. You can also generate reports based on these types.

1. Click Profile menu > Project Admin.
2. Click Issues > Types tab.
3. From the Field Process drop-down menu, select a process. The new type is added to this process.
4. Enter the name of the issue type and click (+) Add.

To delete an issue type, select it and click Delete.

Define or Assign a Root Cause

As the administrator, you can assign root causes and categories to track the origin of issues logged for projects. After you gather root cause data, you can generate dashboard reports to discover the underlying cause of issues.

1. Click Profile menu > Project Admin.
2. Click Issues > Root Causes tab.
3. Do one of the following:
   • To define a root cause, enter it in the Root Causes field and click (+) Add.
   • To edit a root cause, select it and click Edit.

Import Issues from an Excel File

1. From the Project Overview page, click Issues .
2. Click More Actions > Import.
3. In the Import Issues dialog, do one of the following:
   • If you do not have a properly formatted spreadsheet, click Download A Sample and enter your information in the spreadsheet. Rename and save the file. Then click Browse to navigate to the saved spreadsheet.
   • If you have a properly formatted spreadsheet, click Browse.
4. Click Start Import.

Autocreate Issues from an Excel Template

You can set single- or multi-select response values to autocreate issues when you create or update a checklist template. Nonconforming responses automatically generate issues.

1. Click Profile menu > Project Admin.
2. Click Checklists and then either the QA/QC, Safety, or Commissioning tab.
3. Click Import > From File tab.
4. Click Download A Sample and update the downloaded spreadsheet. At a minimum, populate the Checklist Name, Permissions, Item Text, and Response Type columns.
5. In the Response Type column, enter either Single-Select List or Multi-Select List.
6. In the Answers That Create Non-conformances column, enter answers that should trigger an issue.
7. Save the Excel file. In the Import Checklists dialog, click Browse and navigate to the saved template.
8. Click Select Import.

Edit Checklist Responses That Generate an Issue

1. Click Profile menu > Project Admin.
2. Click Checklists .
3. Select a checklist and click Edit, above the list.
4. In the Edit Checklist dialog, select or clear the Autocreate Issues For Non-conformances box.
5. Click Save Changes.