Manage Issues (Setup, Add, Edit, Complete)

Users with the Manage Site Settings administrative permission will have the ability to see Issues on the left-side navigation menu. 

 

In order to be able to add, edit, and complete Issues, you will need the two following permissions:

 

- View Issues

 

- Manage Issues

 

You can add the following permissions to any existing Role. Please click HERE to learn more about adding permissions. 

 

 

Setting Up the Issue Form

 

1. SelectIssues > Configure Issue Formon the left-side navigation menu

 

2. Select the checkboxes to decide if the field is required

 

3. Select the checkboxes to decide if that field will be visible on the form

 

 

4. Click Save.

 

 

Adding an Issue

 

1. Select Issues > New Issue on the left-side navigation menu

 

2. Fill out the Issue Form

 

Note: Any red asterisk is a required field. This can be decided when managing the issues form. 

 

 

3. Click Save.

 

 

Editing an Issue

 

1. Select Issues > All Issues on the left-side navigation menu to view all of the issues inside of MLW

 

2. Select an existing issue 

 

 

 

3. Select () when viewing the issue

Note: You can also use the pencil icon on the main page.

 

4. Fill out the new information in the modal

 

5. Click Save.

 

Delete an Issue

 

1. Select Issues > All Issues on the left-side navigation menu to view all of the issues inside of MLW

 

 

2. Select an existing issue 

 

 

 

 

3. Select () when viewing the issue

 

Note: The delete option will only appear if there are no records associated with the issue

 

4. Press OK on the popup to acknowledge you're deleting an issue

 

 

 

Complete an Issue

 

1. Select Issues All Issues on the left-side navigation menu to view all of the issues inside of MLW

 

2. Select an existing issue 

 

 

 

3. Select () when viewing the issue

 

Note: Once you select complete, the CRV and RCI of the issue will then be included on the Issue Report. 

 

Additional Viewing Options on the All Issues Page.

 

Sorting Columns.

 

1. Select the column header to sort all issues based on that specific column.

 

Note: The column will be highlighted in blue when it is being sorted on. 

 

Filter Issues.

 

1. By selecting the three vertical dots within the header, each column can be filtered further.

 

A menu will be displayed that allows you to filter specific selections within the selected column. 

 

2. Select the checkbox next to each item you would like to filter on, and then select the Filter button at the bottom of the menu.

Adding Columns for filtering and sorting.

 

More columns can be added for additional filtering options. You can add columns by selecting the columns button ( ) at the top right of the page. Next, select a column you want to display and click the right arrow (in red).

 

If you need to remove a column, select the options you want to remove on the right-hand-side and choose the left arrow (in green)