Using Standard Issues

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Standard issues can be used during issue creation to auto populate certain fields on the issue and streamline the creation process.  Standard issues are normally defined on an Item Master that is used to group the standard issues under a common category.  For example, all electrical standard issues can be defined under and Item Master called Electrical.   At a minimum, the issue description will be auto populated if the user selects a standard issue.   The party responsible for resolving the issue and the speciality are two other fields that may be defined on the standard issue and auto populated on the issue.  

 

See also Defining and Deleting Standard Issues for Item Masters

 

To create an issue using a standard issue, on the Issue Details Window:

 

1.To assign the issue to an area, click the link in the Area data field.  The Select Area dialog-box opens.  Select the area to which the issue is assigned.  The area is a required field and most be filled in.
2.Click the link next to the Item data field.  The Select Item dialog-box opens.  Expand the Item Master tree view to navigate to the appropriate Item Master associated with the Standard Issues. Click on the Item Master name.
3.Once the Item Master is assigned, the drop down box next to Standard Issues will be populated with the standard issues defined for that Item Master.    Select the standard issue that you want to associate to this issue.    The Item Description will populate with the Standard Issue description.   Additional information can be appended to the description.
4.The Responsible Party and Speciality fields may also be populated when the standard issue is selected.  If the responsible party is not populated, click on the link next to the Responsible Party data field. The Select Company dialog-box opens.   Click on the name of the company or contact to assign a responsible party to this issue.
5.Populate Start-on / Finish-by date fields.   These date fields may be auto populated if the Issue Work flow option was selected when the Issue List Template was setup.   If not, these fields can be filled in manually.  Click the Calendar icon and select the appropriate dates.
6.Custom fields can be filled by expanding the Additional Information section.
7.Attach photos, drawings and other supporting documentation to the issue by expanding the Attachments section.

See also Managing Issue Attachments


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