Analytics provides the ability to create an issue on a sheet filtered for a study or subject. Within the issue, a priority and due date can be set, issue text can be entered, and the issue can be assigned to a user, role, or user group. The issue is available in Global Issues and the Issues panel in Data Central.

All issues include a link to the source sheet with any saved filters applied. For example, when filters limit the data to a specific data point, the link opens the source sheet with those filters applied.

Create an Issue

Click Create Issue. The Create Issue window opens.

Enter Issue Details

The Create Issue window separates editable issue details from read-only record information. The Information section displays Issue Link, Type, Subject ID, Sheet Name, App Name, App Version, and Study Id.

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

1. Enter the Issue Text.
   • The character counter displays the number of characters entered and the character limit.
2. Click the Priority drop-down and select a priority.
   • The drop-down displays a color indicator and the associated due timeframe next to each priority option.
3. In Assign To, select User, Role, or User Group.
4. Click the User / Role / User Group drop-down and select the appropriate user, role, or user group.
   • The Assign To User drop-down can include both licensed and unlicensed users.
5. Review the Due Date.
   • By default, the date reflects the configured Issue Priority.
   • Optionally, update the date by entering a new value or using the calendar icon.
6. Configure Send Notification to User / Role / User Group.
   • None is selected by default.
   • When assigning to an unlicensed elluminate user, select a notification option.
   • Select Immediately to send the notification immediately.
   • Select In Batch if a task to send Issue Notifications is scheduled.
   • Select Defer Notification to delay the notification and send it later from Global Issues.
7. Under Receive Notifications For Changes, select the changes for which notifications should be received. Options include Select All, Priority, Reassignment, and Status.
8. Click Save.

The issue is available in Global Issues and the Issues panel in Data Central.

Open Global Issues

Click Issues in the Analytics app toolbar. Global Issues opens in a separate tab.

For more information on managing issues from Global Issues, see the Manage Issues from the Global Issues Listing article in the Issues section.