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 are used as a collaboration tool within elluminate to communicate and resolve issues. Issues are created and tracked within elluminate and are not pushed to any external systems except for optionally sending an email notification to the user that the issue has been assigned.

Within Specifications, issues can be created on a specification, a domain within a specification, a variable within a domain, a codelist, a value within a codelist, or a method within a specification.

Create an Issue

1. Highlight a row in the Specifications, Domains, Variables, Codelists, Values, or Methods list.
2. Click the Issues icon in the toolbar.

3. Click the appropriate Create Issue selection from the drop-down menu. 
   The Create Issue window opens. Issue details are displayed at the top of the window and vary depending on where the issue is created.

   Note: The available selections vary depending on where the Create Issue icon is clicked. For example, from the Variables list, the options include Create Issue, Create Domain Issue, or Create Specification Issue. 

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

   
   

4. Click the Priority drop-down arrow and select Priority.
5. Click the Assign to User or User Group drop-down arrow and select the appropriate user / user group.
   Note: The names displayed in the Assign To User drop-down include both licensed and unlicensed users. Unlicensed users must be added to elluminate by those with the appropriate privileges.
6. By default, the Due By date is determined by the Issue Priority configuration. Optionally, update the date by entering over the displayed date or selecting a new date using the calendar icon.
7. Enter the Issue Text.
8. Select 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.
   1. By default, Send immediately is selected. Select Send in batch if a task to send Issue Notifications is scheduled. Select Defer Notification to delay the notification, sending it at a more convenient time using the Issues module.
9. Select the Receive notifications for these changes checkbox to receive notifications (as the issue creator) when there are changes to priority, assignment, or status. By default, all three boxes are selected. Clear any boxes to stop receiving notifications.
10. Click Save.

The issue is created and available in the Related Issues window and the Global Issues listing.

View Issues

Related Issues raised on a Specification, or any of its components (domains, variables, codelists, codelist values, or methods), can be viewed from within Specifications. There are multiple ways to access the Related Issues window.

View Issues From a Listing

The Related Issues window has a default filter applied to display only open issues, as indicated by the highlighted Filters icon. To see all related issues, clear the filter.

1. Highlight a row in the Specifications, Domains, Variables, Codelists, or Methods lists.
2. Click the Issues icon in the toolbar.
3. Click View Issues from the drop-down menu. The Related Issues window opens.

OR

1. From the Issues column of the Specifications, Domains, Codelists, or Methods list, click the hyperlinked number (this is the number of open issues). The Related Issues window opens.

View Issues From Details View

1. From the Details View of a record, click the side arrow next to Issues (in the bottom right of the window). Tip: The badges show the number of Open (red) and Answered / Closed / Canceled (green) issues. 

2. Click the Go to Issues button, and the Related Issues window opens.

   Note: Depending on where issues are viewed, the system displays issues related to that item and any of its child items. For example, when viewing issues for a domain, all issues for variables within that domain are displayed.

   

Action an Issue

Users can take action on issues directly from the Related Issues window or by clicking the Details icon, which opens global Issues in a separate tab and displays the record Details on the right side of the Issues listing. Available actions depend on the issue status and user privileges. 

1. Highlight a row.
2. Click the appropriate action button:
   • Issue Details (To open the global Issues listing in a separate tab.)
   • Start Progress (if available, and option from the global Issues listing)
   • Move Issue to Pending (option from the global Issues listing and substatus of an Open issue)
   • Answer Issue
   • Close Issue
   • Close as Irresolvable (option from the global Issues listing and substatus of a Closed issue)
   • Reopen Issue

   • Cancel Issue

     Tip: Issues cannot be edited from this window. To edit an issue, go to the Issue Details view in global Issues.

3. Click the Close (x) icon to close the window.

Note: The action of 'Start Progress' may be available depending on the configuration of the URL. If  available, users can action an Open issue to Start Progress, and then to Answered.

Tip: Issues created in Specifications can also be managed from Global Issues.