Create an issue

When you identify a potential problem that must be investigated, you can capture it as an issue.

You can create the following types of issues:

Quality Issue

Create this issue when you find a problem with the quality of the product.

Customer Complaint Issue

Create this issue when you receive a complaint from a customer about the product.

Non-Conformance Issue

Create this issue when you find that the product does not meet the defined requirements.

Non-Conformance for Life Sciences

Create this issue for Life Sciences products that do not meet the defined requirements of the Life Sciences industry. Note The Non-Conformance for Life Sciences option is available in the Create Change panel when the administrator installs the Quality Management for Life Sciences Industry template.

You can create an issue using any of the following methods:

• Create an issue from an existing issue by saving the existing issue as a new issue, and then updating the required details. To investigate repetitive problems or similar problems, you can create an issue from an existing one. You can choose which information you require from the existing issue and use it in the new issue.

• Create a new issue.

Procedure

1. From Launcher, click Changes .

If this option is unavailable, search for it. You can pin it from the search results for future access.

2. To create an issue from an existing issue, do the following:

From the CHANGES folder, select and open the issue that you want to use as the source.

In the Overview tab, choose More Commands

New Save As.

In the Synopsis box, summarize the issue.

In the Description box, describe the issue.

If the Advanced Copy Options section, select what objects you want to keep, reference, or remove.

You can choose from the following options:

Option

Description

Reference

References the object in the new issue.

Remove

Removes the object from the new issue.

Save As

Saves a copy of the object in the new issue.

Click Save.

The issue is created and displayed in edit mode. The following objects are copied from the source issue using the following type of copy:

Type of object

Copied as reference or creates a new object of the same type as the related object

Problem Items

Copy As Reference

Affected Items

Copy As Reference

Reference Items such as Item Revisions, FMEAs, Control Plans, Quality Audits, Quality Projects, Quality Programs, or Vendors

Copy As Reference

Dataset Reference Items

Copy As Object

Web Links

Copy As Object

Symptom Defects; their attachments and quality actions

Copy As Object

Defective Items of Symptom Defects

Copy As Reference

Quality Actions

Copy As Object for the quality action's name and description only. The status of the quality action is set to Draft in the new issue.

Attachments

Copy As Object

Relations of the symptom defect to its failure

Copy As Reference

Thumbnail

No Copy

Issue Approvers

Issue Owners

External Users

Reports generated for the issue

Problem Solving processes and related issues that are implemented for the source issue

Relations to other issues and changes

These objects are not copied to the new issue.

3. To create a new issue, do the following:

Choose More Commands

New Create Change.

If you are working in the Quality Management workspace, click the Create Quality Issue action.

In the Create Change panel, select the type of issue you want to create.

In the Synopsis box, summarize the issue.

Note If Teamcenter Copilot Quality is available, you can prompt it to create suggestions for your quality data.

In the Description box, describe the issue.

If you are creating Customer Complaint Issue, specify the following additional information:

Customer Name

Customer Telephone #

Customer Email ID

Customer Address

Incident Details

Incident Date And Time

Incident Location

If you are creating Non-Conformance Issue, specify the following additional information:

Lot Or Batch Number

Quantity Affected

Source

Source Contact Information

Contractor Or Supplier

Date Identified

Drawing Number

Found During Activity

To assign a workflow to the issue, select the required workflow from the Workflow list. By default, the Quality Issue Process workflow is assigned to the issue. You can choose to use this workflow, assign a different workflow, or remove a workflow from the issue.

Enter the remaining properties as required.

While creating an issue, to assign the users who will work on the issue, click the Participants tab, and do the following:

In the specific section, click Add Participants .
In the search panel, search for and select the user to be assigned, and click Add.
Click the Create tab to enter the remaining properties.

Click Create.

The issue is created and displayed in edit mode.