Issues and Requests

An issue is a problem that arises during strategy execution.

A change request, however, is a formal proposal to modify the strategy.

You can record issues and manage change requests under the "Issues and Changes" tab.

Note: All information on this page can be applied to any Strategy Component under its own "Issues and Changes" tab.

Issue and Request Information

After clicking the "New" button, you can begin recording issues and managing change requests by completing the definitions below.

Issue and Request Record Type

You must select one of the following types from the drop-down list.

ISU - Issue
CHR - Request

Defining the Parent Issue and Request

If you want the issue or request to be hierarchically dependent on an existing issue or request, you can select the existing record as the "Parent Issue and Request" from the window.

Organization Information

You must select an Issue Owner from the window. The logged-in user is displayed as the issue owner by default. You can change the issue owner by selecting another user from the window.

You can select a Management Organization and a Department.

Issue and Request Management Information

You must define an Opening Date.

You can also define a Due Date.

Defining the Priority

You must define a priority by selecting one of the following:

0 - Normal
1 - Medium
2 - High

Defining the Severity Level

You must select an Issue and Change Request Severity Level from the list.

Defining the Category

You must select an Issue and Change Request Category from the list.

Issue and Request Description

After completing the selections above, you can describe the issue or request using text and images under the "Issues and Changes" tab -> "Issue and Request Description" tab.

Adding Text and Images

In addition to adding text, you can also insert images.

To add an image, you must click the "Insert Image" icon.

You can add images using two methods:

Entering the image URL
Selecting from system documents

Entering the Image URL

To add an image directly from the Internet, you must enter the image URL, commonly referred to as its web address.

Selecting from System Documents

First, you must upload the image to the system documents.

You can upload files under the "Documents" menu.

You can then add the image using its Document ID.

When you click the "Insert Image" icon, a system message explains how the Document ID should be entered.

Proposed Solution

You can also add a proposed solution using text and images under the "Issues and Changes" tab -> "Proposed Solution" tab.