What are Issues?
An issue is a problem that has occurred in the delivery of a project or activity, and a result hinders it's delivery.
Issue Status
This section is where you can add and manage your project or activity issue log.
By using the dropdown field, you can select the most appropriate overall RAG status for your issues and provide any associated commentary. This information can be updated in real-time.
Adding Issues
Issues can be added to the project table via Add.
Issue information can be entered using the simple form containing dropdowns, text, date and user picker fields.
Anyone added as an Owner will receive a Verto notification and can set-up their own reminders for completion. They will also see these records in their personal Feed.
Updating Issues
Click on Edit against the individual issue to amend the information in the form.
The Updates area at the bottom of the form can also be used to record regular progress updates. Click Actions > Add to record a new update.
Top Tips
- Owners must be added to the Team Members table, otherwise they will not have permission to access the project or activity.
- The layout of the issues table can be changed to an Edit All view by clicking on the downward arrow next to Add and selecting Layout. Click on the following highlighted link for more information on tailoring your project table layout.
- Click on the following link to learn how to print out your issues summary report - How to print specific parts of your project.