Creating Issues

All users can create issues for items they have access to.

Required access roles:

  • Baseline: Contributor

  1. Click > Issues > Create Issue.

    Or

    Click Create Issue from any Issues list page.

  2. Enter details about the issue:

    Field Name Description
    Type The type of Issue to create.
    Description Type details about the issue.
    Reported Against Click to search for the object you want to create the issue for. For more information, see Predefined Queries. The Advanced Search option of 3DSpace opens to let you easily enter criteria to find the specific object you want to add.
    Escalation Required If the issue requires upper management support for resolution, click Yes.
    Estimated Start Click and select the date on which issue resolution will begin.
    Estimated Finish Click and select the date on which issue resolution will end.
    Priority Select the priority for the issue. Values are Pre-assigned, Medium, Low, High, or Urgent.
    Co-owners Click to search for and select one or more people who will be responsible for the issue.

    The co-owner has full access to the Issue regardless of the collaborative space and organization that owns the Issue.

    The owner of the issue cannot be assigned as a co-owner. If you select a classification, the owner of this issue is defined by the classification and that person cannot be assigned as a co-owner.

    Problem Type Select the type of problem from the list.
    Resolution Recommendation Type details if you have a recommendation for how to resolve the issue.
    Steps to Reproduce Type a procedure for reproducing the problem causing the issue.
    Category/Classification Click to select a category and classification for the issue.

    To expand a category:

    1. Click the "+" sign for an issue category.
    2. Click the button next to the classification you want to select.
    3. Click Done.

    The classification and its category are both selected.

    Your company defines the categories and classifications to support your business processes.

    Reporting Organization Click to search for and select the company that is reporting the issue.
    Policy Shows Issues. In most cases, you cannot select a different policy.
    Title Type a descriptive title for the issue.

  3. Click Done.

The issue is created in the Draft state and auto-named. At this point, any user can read the issue. To list all issues, see Issues Summary/Issues Category.