The Planning Edge

Where does an Issue come from?

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The best way to create an issue is directly from the record page. This way the correct context is provided and able to be viewed easily by those addressing the issue.

Within a record you will see a Related Issues TAB, where all the issues relating to this record can be found.

To create an Issue click on 'New Issue' at the top right of the grid in the Related Issues TAB.

This pop-up will appear where you can provide as much detail as possible on the issue, assign it to your manager or co-worker (or yourself if you are still unsure who can help you to resolve it), provide recommendations and then click NEXT.

You will now find the issue has been created, the person assigned to it will be notified and you will be able to review it under 'Related Issues'.

Resolve Hub

You can also view any issues raised by you by going to the 'Resolve' Hub and selecting the 'Issues Raised by me' TAB.

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