Edit an issue

After you create the issue, you can edit it to provide additional details. As you continue updating the issue process, the updates can be viewed at a single location in the Overview tab.

You can track the progress of the issue through these stages in the Progress bar:

1. Implement

2. Closed

3. Reviewing

4. Final Review

5. Published

6. Dispose

Note

You cannot modify the issue if it is closed or canceled.

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. From the CHANGES folder, select and open the issue that you want to edit.

3. In the Overview tab, choose More Commands

Edit > Start Edit.

You can also click Information to view the issue details and edit them. In Information, you can also view which symptom defects and quality actions are added to the issue.

4. In the Properties section, edit the Synopsis, Description, and other required properties of the issue.

5. Specify a proposed due date.

Some companies use a standard operating procedure where an issue must be completed within a specific duration. This duration is based on the Priority of the issue. If your company has defined this standard operating procedure for you, you must specify a Proposed Due Date that matches the priority of the issue. For example, if the Priority is High, set the Proposed Due Date to 30 days and earlier from the Creation Date of the issue. Depending on the Priority of the issue, set the Proposed Due Date as follows:

Priority

Duration assigned to Proposed Due Date

High

Proposed Due Date must be set to 30 days and earlier from the Creation Date

Medium

Proposed Due Date must be set to 45 days and earlier from the Creation Date

Low

Proposed Due Date must be set to 60 days and earlier from the Creation Date

Your administrator can configure the duration assigned to the Proposed Due Date as per the business requirements. If the Proposed Due Date is not automatically set to a duration based on the assigned Priority, the administrator has disabled this option for your company. Note The Proposed Due Date of the issue must not be later than the Due Date of the assigned quality actions.

6. Specify the locations where the incident has occurred in the Locations box.

7. Specify the potential reasons why the incident has occurred in the Potential Reasons box.

8. To specify the source of the issue, from the Incident Source list, select the required value: OptionDescription Internal Select this option to specify that the source of the issue is from within the company.

External Select this option to specify that the source of the issue is from outside the company, such as from suppliers. In such cases, you can share the issue with Supplier Quality Hub.

9. To make the current issue available for searching in Supplier Quality Hub, select Share with Supplier Quality Hub.

10. To record details about when the source incident occurred, do the following:

In Incident Identified Date, specify the date when you identified that this is a valid incident.

In Incident Occurred Date, specify the date when the incident occurred.

In Material Details, specify the materials impacted because of the incident.

If the source of the incident is an external source, you can specify details, such as purchase order (PO) number, order quantity, and defective quantity.

In Delay Reporting Reasons, specify the reasons why there is a difference between the Incident Identified Date and Incident Occurred Date.

For example, although the issue occurred on January 1st, it was identified as an incident on January 29th. In this case, you can specify the reasons why there was a delay in reporting the incident. This allows you to detect issues more accurately and perform a better investigation during the Problem Solving process.

11. If you are creating a Quality Issue, from the Priority list, select the priority of the issue.

12. In the Contacts and Dates section, add a release date and time in the Released Date field.

13. To associate the projects or subprojects of the issue, do the following:

In the Projects section, to associate the projects or subprojects of the issue, click Projects .

In the Projects panel, search for and select the required projects or subprojects, and click Add Project.

To remove a project or subproject, select it, and click Remove Project .

After you complete adding the required projects, click Save.

14. To add an Issue Owner, do the following:

In the Issue Owner section, click Add .

In the Add panel, search for and select the user to be assigned as the Issue Owner, and click Add.

15. In the Related Issues section, you can add the related issues as follows:

Click Add to .

In the Add panel, click the Palette tab or the Search tab to locate the required issues.

Select the required issues and click Add.

16. If you have derived an engineering change request (ECR), engineering change notice (ECN), Problem Solving process, or a simple change from the current issue, the derived objects are listed in the Implemented By section. After saving the edits you have made, you can add more ECRs, ECNs, Problem Solving processes, or simple changes as follows:

In the Implemented By section, click Add to to add the objects that implement the issue.

In the Add panel, click the Palette tab or the Search tab to locate the required objects.

Click Add.

17. In the Summary section, do the following:

Select the Is Valid check box to indicate that the issue is valid.

Select the Reject Action check box to reject the issue.

From the Resolution Type list, select the type of resolution required to resolve the issue.

In the Resolution Description box, type a description of the resolution.

In the Closure Comments box, type the comments to be added when closing the issue.

18. In the Preview section, view all the images and PDF files that are added to the issue as attachments.

You can also mark up a PDF or an image file within the universal viewer. You can also specify which level of users can view the markups. To increase the work area, you can hide the Preview section by choosing More Commands

View  > Show/Hide Preview .

19. Choose More Commands

Edit  > Save Edits .