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Issue Manager Appendix

Command Icons

Icon Title Description
Add Selecting the Add icon refreshes the screen ready for data entry. If you make a mistake entering data select the New icon again to refresh the screen. Entries to the previous record will not be saved.
Delete Existing records can be deleted from the system with the use of the Delete icon. Entries to new records cannot be deleted unless the record has been saved first.
Upload Select the Upload icon to call the Upload for Document screen.
Edit Selecting the Edit icon engages the document drafting functionality.
Save Selecting the Save icon can save newly created or amended records. However, some records require mandatory input before they can be saved.
Undo Incorrect changes made to an existing record can be returned to their original state by using the Undo icon. With a new record the Undo icon refreshes the record and all input boxes are empty.
Return Selecting the Return icon will display the previous screen. However, any changes made to a record will not be saved unless you have first used the Save icon.
History Existing records may have further information attached to them. This information can be viewed by selecting the History icon. This is also used for viewing preceding change Action results.
Print Summary The Print icon produces a summary of the Issue detail presented in a report providing information on details, associated items, workflow etc
Favourite Selecting this icon will favourite the selected Issue. Selecting the icon again will un-favourite the Issue. You can filter to favourite issues in the Issues List.
Kick-Off Workflow Selecting this icon will Issue the first action(s) in the workflow, providing that actionees have been set against each action
Search Selecting this icon will submit the current search based on the filters applied
Link Selecting this icon will link the selected items to the Issue record
View Document Selecting this icon will reveal the associated document
Calendar Selecting the calendar icon will reveal the date selection drop down window
Actions Changes can have actions associated with them. Select the Actions icon to display all existing actions associated with a particular Request for Change.
Escalation Approval Paths, Change Paths and Actions can have associated Escalation Paths. Select the Escalation icon to display the associated Escalation Actions.
Settings Selecting the Settings icon displays the extended properties for the Action and lets the Actionee view which Action variables they have permission to run.
Abandon Selecting the Abandon icon allows the Actionee to abandon the RFC.
Refer Selecting the Refer icon allows the Actionee to create a Referral Action for return or continuation.
Repeat Selecting the Repeat icon allows the Actionee to re-issue all, or a selection of the preceding completed Actions.
Permissions Selecting the Permissions icon allows Admins and Managers to set permissions against metadata sections.

 

E-mails and Notifications

Here is a complete list of Emails and Notifications triggered by the system.

Trigger Received By Email Message
When an Issue is raised

The person selected as the Issue Owner is notified

(inc. Owner Group)

<Status>

<Details>

<Comments>

<Company>

<Contact>

<Target Date>

<Follow Up Date>

<Category>

<Status>

When an Issue is transferred The previous Issue Owner

Subject: <Subject>

Details: <Details>

Comments: <Comments>

Company: <Company Details>

Contact: <Contact Details>

Target Date: <Target Date>

Follow Up Date: <Follow Up Date>

Category: <Category>

Status: <Status>

<EQMS URL>

When an Issue is transferred The new Issue Owner

Please Progress Issue Manager Issue. <Subject>

<Details>

<Comments>

<Company>

<Contact>

<Target Date>

<Follow Up Date>

<Status>

Passed to field changed by Third Party Previous Owner

The job has been passed on from <User> to <User>

<Subject>

<Comments>

Workflow Actionee The Action Owner has a To-Do List item and is notified by Email if set in their User Details  
When a workflow action is transferred to a new owner The Action Owner has a To-Do List item and is notified by Email if set in their User Details

RFC: Issue <Issue ID>: <Issue Title>

Action: Receive call - Issued on <Date Actionee Changed> - due for completion by <Action Target Date>

Please complete this Action from your EQMS To Do List

<Site URL>

DO NOT reply to this email

To the Issue Owner when the workflow is completed Email to the Issue Owner if requested in their User Details  
To the Issue Owner when a workflow Action is completed Email to Issue Owner whenever a workflow action is completed if requested in the User Details