You have come a long way, and all that you have built and configured in the system has brought you to this point. Are you ready? 💪🏻
Regardless of how an Issue is raised: either as a result of the completion of an Op or raised ad-hoc, they will be accessible on the Analytics page.
Once the Owner and the Assignee are notified of an Issue, it is down to them (and you as the Primary/Place Admin) to manage and take action on the Issues to make sure they are resolved quickly.
Monitoring your Issues can be done in both the Web and Native App, and although they are very similar, they have different capabilities depending on which one you are using.
Web App 💻 (Primary and Place Admin)
Opening an Issue from the Web App gives you access to a wide range of options and actions to perform.
After navigating to the Analytics page and clicking on the Issues tab you can open the Issue of your choice and see the following fields:
Status- New, In Progress or Closed; indicates if an Issue is yet pending to be actioned, is currently being worked on or if it has been resolved.
Associated Op- If the Issue was raised as a result of completing an Op, the source Operation will be displayed here
Place- the location that the Issue was raised originally at
Type- the options in this dropdown menu will be based on the Issue types created by the Primary Admin/s at your Org. This field can be changed at any point during the Issue's lifetime
Flag- indicates the priority given to this incident. The selection will also be based on your Org's set-up. It can also be changed if necessary
Opened Date- when the Issue was initially reported
Deadline date- based on how urgent an Issue is, you might want to revise when it has to be resolved by. Can be changed if necessary
Closed Date- after an Issue has been closed, it indicates when the status changed
Reported by- staff member that raised the Issue in the first place
Assignee- is the member of your Org that is currently in charge/responsible for resolving the incident
Native App 📱 (all Staff)
Whilst on the Native app, Issues can be accessed from the middle tab at the bottom of the screen.
The Native app displays Issues that are currently New or In Progress, the status can be seen on the right-hand side of the screen. Along with the status, before navigating inside one of the Issues, the landing page will show you the Flag (priority) and when they were created.
When tapping on an Issue you will see the same information as on the Web App. As it happens on the desktop version, you can edit the Issue's details by making yourself assignee first.
As much as we hope to keep the number of Issues to a minimum, managing the Issues efficiently means that there will always be New ones popping up, or In Progress being addressed before they are Closed.
For that reason, you need to learn how to build and save custom reports on the Analytics page to access quickly and help you stay on top of things! 💪