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 SCE to communicate and resolve issues. Issues can be created on SCE files in the Editor and Browser or on a study-level domain in the Editor.

For example, an issue can be created on a program file during code review or on an output file during review. Issues can be tracked through resolution within elluminate.

Create an Issue on an SCE File

Open the Create Issue window using one of the following methods:

• Open a file in the Editor or Browser, click the Issues icon in the toolbar, and select Create Issue.
• In the Editor, right-click a file in the file tree and select Issues > Create Issue.
• In the Browser, right-click a row and select Issues > Create Issue.

Note: Issues cannot be created on files in My Workspace.

Create an Issue on a Study Domain

1. In the Data subpanel, select a study and open a domain. The domain listing opens in the Editor.
2. Open the Create Issue window using one of the following methods:
   • Click the Issues icon in the toolbar and select Create Domain Issue.
   • Right-click the domain in the Data subpanel and select Issues > Create Domain Issue.

Enter Issue Details

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.

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 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 Role.
   • An issue can be assigned to a specific user or SCE role.
4. Select the User or Role to assign the issue to.
   • Names available when assigning to a user 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, 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.

View Related Issues

View Related Issues from the Browser

Open the Related Issues window using one of the following methods:

• Click the hyperlinked number in the Issues column.
• Select a file, click the Issues icon in the toolbar, and select View Issues.
• Right-click a file and select Issues > View Issues.

View Related Issues from the Editor

Open the Related Issues window using one of the following methods:

• Click the Issues icon in the toolbar and select View Issues.
• Right-click a file in the file tree and select Issues > View Issues.

View Related Issues for a Study Domain

1. In the Data subpanel, select a study and open a domain. The domain listing opens in the Editor. 
2. Open the Related Issues window using one of the following methods:
   

• Click the Issues icon in the toolbar and select View Issues.
• Right-click the domain in the Data subpanel, select Issues, and select View Issues.

Related Issues Window

Columns can be sorted and filtered. 

Tip: Find issues that require action by filtering the Assigned To column for the appropriate user ID.

A solid Filters icon indicates that at least one column filter is applied. A grayed-out Filters icon indicates that no filters are applied. Click the icon to clear all or individual filters.

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 assigned role.

Issues remain open until answered or canceled. After an open issue is answered, the status changes to Answered. An answered issue can then be closed.

1. Select a row in the Related Issues window.
2. Click the Action icon and select an option:
   • Start Progress: Moves an open issue to In Progress. This action is available when configured for the URL.
   • Move Issue to Pending: Moves the issue to Pending and requires a reason.
   • Answer Issue: Answers an open or in-progress issue.
   • Close Issue: Closes an answered issue.
   • Close as Irresolvable: Closes the issue as irresolvable and requires a reason.
   • Cancel Issue: Cancels an open or closed issue.
   • Reopen Issue: Reopens a closed issue.
3. Complete the fields in the window that opens for the selected action, as applicable.
4. Click Yes to complete the action or No to cancel.
5. Click the Close icon (X) to close the Related Issues window.

Note: When reopening an issue, update Priority, Assign To, User / Role, and Due Date, as needed. Enter the Reason for Reopening. The character counter displays the number of characters entered and the character limit. Configure Receive Notifications For Changes, as needed. Property details for the reopened issue are added to the Comments section in Global Issues.

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