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 Global Issues, and the Issues listing in Data Central. All issues include a link back to the sheet where the issue was created, with any saved filters. For example, applying filters to limit data to a specific data point causes the link back to the sheet where the issue was created to open with the applied filters.

Create an Issue

1. Click Create Issue. The Create Issue window opens.
   
    

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

   The window separates editable Issue fields from a read-only Information section. The Information section displays Issue Link, Type, Subject ID, Sheet Name, App Name, App Version, and Study Id; these fields cannot be altered.
   

2. Enter the Issue Text.
   • A character counter displays the number of characters used out of the maximum allowed as text is entered.
3. 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.
4. In Assign To, select User, Role, or User Group.
5. Click the User / Role / User Group drop-down and select the appropriate user, role, or user group.
   • Names that display in the Assign To User drop-down can include both licensed and unlicensed users.
6. Review the Due Date.
   • By default, the date reflects the configured default Issue Priority.
   • Optionally, update the date by entering a new value or using the calendar icon.
7. Configure Send Notification to User / Role / User Group.
   • By default, None is selected.
   • 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.
8. Select Receive Notifications For Changes to receive notifications when priority, assignment, or status changes.
   • Options include Select All, Priority, Reassignment, and Status.
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 Global Issues, and the Issues listing in Data Central.

Access the Issues Listing

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

For information about Issues, refer to the Issues section.