Analytics provides the ability to create an issue on a sheet that has been filtered for a study or a subject. Within the issue, the user can set a priority and a due date, add text explaining the issue, and assign it to another user, role, or user group. The issue is saved and is then available from the Issues listing within the Issues module. All issues include a link back to the sheet where the issue was created, with any saved filters. For example, if you apply filters limiting data to a specific data point, then opening the link back to the sheet where the issue was created will open with the applied filters.

Create an Issue

1. Click Create Issue. The Create Issue window opens.
   
   
   Issue details are at the top of the window and include: Issue Link, Sheet Name, App Name, App Version, Study Id, and Subject, if one was selected; these cannot be altered.
   

   Tip: This window can be moved by dragging it elsewhere on the screen in order to view the window behind it. Issue details are provided in the top section of the window. Depending on where the issue was created, details may include Type, Subject, Data Store, Site, Domain, Field, and Value.

2. Click the Priority drop-down arrow and select the priority.
3. Click User, Role, or User Group in Assign To.
4. Click the User / Role / User Group drop-down arrow and select the appropriate user, role, or user group.
   Note: Names that display in the Assign To User drop-down can include both licensed and unlicensed users.
5. By default, the Due By date displayed is based on the configured default priority. Click the calendar icon to change the default date.
6. Enter the Issue Text. This holds up to 4000 characters, allowing you to be as specific as you need to be.
7. Click in the Send Notification to the User/Role/User Group checkbox if appropriate (this is not checked by default). If the issue is assigned to an unlicensed elluminate user, be sure to check the box. Select either:
   • Send immediately:  Sends an email to the recipient when you click Save.
   • Send in batch: Requires a task to be scheduled to send Issue Notifications. This saves all email notifications until the time set in the task. For example, if 10 issues were assigned to one person, instead of receiving 10 separate email notifications, they would receive one with the 10 issues included in the one email.

   • Defer Notification: This allows users to delay notifications and send them at a more convenient time.

     Tip: Manage Deferred Issue Notifications in the Issues module by clicking the Filter icon and applying a Quick Filter for 'All Deferred Issues' or 'My Deferred Issues.' Users can then select individual issues and send notifications immediately using the 'Send Deferred Notifications' (paper plane) icon.

8. Click in the Receive notifications for these changes checkbox (this is not checked by default) if you (as creator of the issue) would like to receive 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 notification.
9. Click Save. The new issue is added to the Issues listing.

After the Issue is saved, it is available from the Issues listing within the Issues module, and the Issues listing in Data Central.

Access the Issues Listing

Click the Issues link to open the Issues listing within the Issues module.

For information about Issues, refer to the Issues section in the Documentation.