Permissions: Licensed elluminate users can create, assign, and take actions on issues. Unlicensed users only have access to their assigned issues, to which they can review and respond.

Issues is used as a collaboration tool within the SCE to communicate and resolve issues. Issues can be created on SCE files in the Editor and Browser and assigned to other SCE users or roles.

An example could be an issue raised on a program file during code review or on an output file by a programmer or reviewer. Through the issue management workflow, users can track the response to and resolution of issues, ensuring that errors are addressed appropriately and by the correct user(s). 

Issues created on SCE files can be viewed in the file-specific Related Issues window within the SCE, as well as in the global Issues module. 

Note: For details on how to manage Issues in the Issues module, see the Manage Issues from the Global Issues Listing article in the Issues section.

Create Issues

Issues can be created on any SCE file in the Editor and Browser.

1. Open a file from the Editor or Browser or highlight a file (row) in the Browser.
2. Click the Issues icon in the toolbar (or right-click a file (row) in the Browser).
3. Select Create Issue. The Create Issue window opens.
   
   

   Tip: This window can be moved by dragging it elsewhere on the screen to view the window behind it.

   Issue details are provided in the top section of the window and include Type, Study, File, and Version.
4. Click the Priority drop-down arrow and select Priority.
5. Click User or Role in Assign To.
   

   Note: Assignment can be to a specific user or SCE role.

6. Click the User / Role drop-down arrow and select the appropriate user or role.

   Note: Names that display in the Assign To User drop-down include both licensed and unlicensed users.

7. By default, the Due By date displayed is based on the configured default priority. Optionally, update the date by entering over the date displayed or using the calendar icon.

8. Enter the Issue Text.
9. Click in the Send Notification to the User/User Group checkbox if appropriate. If the issue is assigned to an unlicensed elluminate user, be sure to check the box.
   • By default, Send immediately is selected. Select Send in batch if a task to send Issue Notifications is scheduled.
10. Click in the Receive notifications for these changes checkbox if you (as the creator of the issue) would like to receive a notification when there are changes to priority, assignment, and status. By default, all three boxes are checked. Uncheck any boxes if you do not want to receive notifications.
11. Click Save. The issue is added and is available in the Related Issues listing and the Issues listing in the global Issues module.

Access the Related Issues Window

There are two ways to access the Related Issues window for a file.

From the Browser

1. Click the number in the Issues column.
   or 
2. Highlight a file.
3. Click the Issues icon in the toolbar.
4. Select View Issues.
   

From an open file in the Editor

1. Click the Issues icon in the toolbar.
2. Select View Issues.
   

Related Issues Window

Columns can be sorted and filtered. 

Tip: Find any issues assigned to you that require your action by filtering on column Assigned To=your user id.

Toolbar icons

• Issue Details: Click to open the issue record details in the Issues module. The Issues module opens in a new tab.
• Action: Click to action the issue. Available actions will depend on the status of the issue and your role.
• Filters: A shaded filter indicates at least one column has a filter applied. An outlined filter indicates no column filters are applied. Click to clear all filters, or individual filters.

Action Issues

Issues can be managed one record at a time in the Related Issues window, or from the global Issues module. Clicking the Issue Details icon opens the global Issues listing with the Issue Details window opened at the right of the window.

Issues are Open until someone Answers or Cancels them. After an open issue is answered, the status is updated to Answered. Issues with a status of Answered can be Closed.  

Tip: To see only SCE issues in the Issues module, filter the Module column on SCE.

Available Actions

• Start Progress - Click to set an open issue to In Progress. (This action / status is only available when configured for the URL). 
• Move Issue to Pending - Click to move issue to pending, and enter reason. This is a sub-status of an Open issue.
• Answer Issue - Click to Answer an open or in progress issue.
• Close Issue - Click to Close an answered issue.
• Close as Irresolvable - Click to close as irresolvable, and enter reason. This is a sub status of a closed issue.
• Cancel Issue - Click to Cancel an open or closed issue.
• Reopen Issue - Click to Reopen a closed issue.
  • The Reopen Issue window opens.
  • Make updates to Priority, Assign To, User / Role, Due By date, and Reason For Reopening.
    

    Note: Property details of a reopened issue are added to the Comments section by the system.