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

Issues are used as a collaboration tool within the SCE to communicate and resolve problems. Issues can be created on SCE files in the Editor and Browser, or a study-level domain in the Editor, letting users flag data problems without leaving the SCE environment

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 or study-level domains can be viewed by right-clicking and selecting Issues > View Issues. Issues can also be accessed 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 Issue on SCE File

1. There are several ways to create an issue on an SCE file:
   1. Open a file from the Editor or Browser. Click the Issues icon in the toolbar and select Create Issue.
   2. Right-click a file in the left navigation of the Editor and select Issues > Create Issue.
   3. Right-click a row in the Browser and select Issues > Create Issue.

2. The Create Issue window opens.
   
   Issue details are provided in the top section of the window and include Type, Study, File, and Version.

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

3. Click the Priority drop-down arrow and select Priority.

4. Select the User or Role radio button in Assign To.

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

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

   Note: The names displayed in the Assign To User drop-down include both licensed and unlicensed users.

6. By default, the Due By date displayed is based on the configured default priority. Optionally, update the date by entering a new date or 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.
   • 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 made 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 Issues listing within the global Issues module.

Create Issue on Study Domain

1. There are two ways to open an issue on a Study Domain in SCE.
   1. Open a study domain in the Editor. Click the Issues icon in the toolbar and select Create Domain Issue.
   2. Right-click the domain in the Data subpanel and select Issues > Create Domain Issue.
2. The Create Issue window opens.
   
   Issue details are provided in the top section of the window and include Type, Data Store, and Domain.
3. Click the Priority drop-down arrow and select Priority.

4. Select the User, Role, or User Group radio button in Assign To.

   Note: The Assignment can be directed to a specific user, SCE role, Data Central role (if DC is enabled), and User Role.

5. Click the User / Role / User Group drop-down arrow and select the appropriate user, role, or user group.

   Note: The names displayed in the Assign To User drop-down include both licensed and unlicensed users.

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.
   • 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 made 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 Issues listing within 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.
   

From a Study Domain in the Editor

1. Click the Issues icon in the toolbar.
   or
2. Right-click a study domain in the Data subpanel.
   

Related Issues Window

Columns can be sorted and filtered. 

Tip: Find issues assigned to you that require action by filtering the Assigned To column for 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 perform an action on the issue. Available actions depend on the issue status and assigned role.
• Filters: A solid filter indicates that at least one column has a filter applied; a grayed-out filter indicates no 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 displayed on the right side of the window.

Issues remain open until someone answers or cancels them. After an open issue is answered, the status updates to Answered. Issues with a status of Answered can be closed.  

Tip: To display 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 the issue to Pending and enter a 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 a 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 for a reopened issue are added to the Comments section by the system.