Permissions: Licensed elluminate users can create, assign, and take actions on issues. Unlicensed users can access only issues assigned to them and can review and respond to those issues.

Issues provides a collaboration tool within elluminate to communicate and resolve issues. Issues are created and tracked within elluminate and are not pushed to external systems, except when an email notification is sent to the assigned user.

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

Create an Issue

1. Select a row in the Specifications, Domains, Variables, Codelists, Values, or Methods list.

2. Click the Issues icon in the toolbar.

3. Select the appropriate Create Issue option. The Create Issue window opens. 

Tip: From the Specifications, Domains, Variables, Codelists, and Methods lists, right-click a row, select Issues, and select the appropriate Create Issue option.

Note: Available options vary based on the selected list. For example, from the Variables list, options include Create Issue, Create Domain Issue, and Create Specification Issue.

The Create Issue window separates editable issue details from read-only record information. The Information section displays record details, which vary based on where the issue is created.

1. Enter the Issue Text. The character counter displays the number of characters entered and the 4,000-character limit.
2. Click the Priority drop-down and select a priority. The priority color indicator and configured due period display with the selected priority.
3. In Assign To, select User or User Group.
   • Names available when assigning to a user include both licensed and unlicensed users. Unlicensed users must be added to elluminate by users with the appropriate privileges.
4. Select the User or User Group to assign the issue to.
5. 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.
6. Configure Send Notification to User / User Group, depending on the assignment type.
   • 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.

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

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

View Related Issues

View Related Issues from a List

1. Select a row in the Specifications, Domains, Variables, Codelists, or Methods list.
2. Click the Issues icon in the toolbar.
3. Select View Issues. The Related Issues window opens.

Alternatively, in the Issues column of the Specifications, Domains, Codelists, or Methods list, click the hyperlinked number of open issues.

By default, the Related Issues window displays only open issues, indicated by the highlighted Filters icon. To view all related issues, clear the filter.

View Related Issues from Details

1. In Details view, click the arrow next to Issues in the lower-right corner.

   Tip: The badges display the number of Open (red) and Answered / Closed / Canceled (green) issues. 

2. Click Go to Issues. The Related Issues window opens.

   Note: The Related Issues window may include issues for the selected item and its child items. For example, when viewing issues for a domain, the window includes issues for variables within that domain.

   

Take Action on an Issue

Issues can be actioned directly from the Related Issues window using the Action icon. Click Issue Details to open the selected issue in Global Issues in a separate tab. Available actions depend on the issue status and user privileges.

1. Select a row in the Related Issues window.
2. Click the Action icon and select an option:
   • Start Progress (if available)
   • Move Issue to Pending
   • Answer Issue
   • Close Issue
   • Close as Irresolvable
   • Cancel Issue
   • Reopen Issue (if available)
3. Complete the fields in the window that opens for the selected action, as applicable. For example, enter a response when answering an issue or a reason when canceling or reopening an issue.
4. Click Yes to complete the action or No to cancel.
5. Click the Close (X) icon to close the Related Issues window.

Tip: Issues cannot be edited from the Related Issues window. To edit an issue, click Issue Details to open the issue in Global Issues.

Note: The Start Progress action may be available depending on URL configuration. When available, an open issue can be moved to Start Progress and then to Answered.

Tip: For more information on managing issues from Global Issues, see Global Issues.