Issues are entered and edited in the View and enter issues, Issue, and Resolution windows. The View and enter issues window displays by default when you select Issues from the Navigation bar.
View and enter issues window
From Issues, select View and enter issues
The View and enter issues window includes the following fields:
Note: The following descriptions reference the configurable prompts on the View and enter issues window (Client ID and Company) by their default names. Your administrator can customize the names of these prompts to suit your organization.
ID
Displays the customer ID of the person who submitted the issue. When searching for issues, you can enter the customer ID or click the lookup icon to look up an ID.
Ref
Displays the issue reference number. When searching for an issue, you can enter the issue reference number.
Area
Displays the area to which the issue is related. You can select the area from the drop-down list when searching for issues. Valid entries for this field are defined by your administrator.
Assigned
Displays the name of the user to whom the issue is assigned. When searching for issues, you can enter the name of the user to whom the issue is assigned.
Name
Displays the name of the person for whom the issue was entered. This field is automatically populated after entering a valid customer ID in the ID field. When searching for issues, you can enter a name.
Type
Displays the issue type. When searching for issues, you can select the issue type from the drop-down list. Valid entries for this field are defined by your administrator.
Client ID
Displays the client ID when an issue is reported on behalf of a third party (the client). When searching for issues, you can enter the client ID.
Company
Displays the name of the company associated with the customer ID. You can enter a company name when searching for issues.
Status
Displays the issue status. When searching for issues, you can select the issue status from the drop-down list.
Associated Issue
Displays the reference number of an issue associated with this issue. When searching for issues, you can enter the associated issue’s reference number.
From
Enter the beginning date to use when searching for issues entered on or after a specific date.
Thru
Enter the ending date to use when searching for issues entered before or on a specific date.
Issue list
Displays the issues that met the last issue search criteria.
Print Current Status button
Used to print the current issue status.
Send Current Status button
Used to e-mail the current issue status to any customer(s) specified in an existing ISSUEREQ activity.
To search for issues
You do not have to specify any search criteria in the following procedure. However, if you do not specify a value for at least one of the fields, the search will return all issues.
Note: If you search for all issues and there are a large number of issues in the iMIS database, it may take some time to display all of the issues.
1. From Issues, select View and enter issues.
2. Click Open.
3. (optional) Enter or select the search criteria.
4. Click OK. All issues that meet all of the specified selection criteria display in the issue list on the View and enter issues window and the number of current open issues displays above the issue list.
To delete an issue
1. From Issues, select View and enter issues to display the View and enter issues window.
2. Find the issue. See To search for issues for information on searching for issues.
3. Select the issue and click Delete. A confirmation message displays.
4. Click Yes to delete the issue.