Adding Program Issues

To add a new issue to a program:

  1. Select Program Module Menu (Program#) > Go To > Issues, or click the Issues link on the Left Navigation bar within a particular program.
  2. Click Add.
  3. Enter a name.
  4. Enter or select values for the other optional fields.
  5. If Owner is configured as a required field, select an owner for this issue.
  6. Click the Save.
  7. To add documents:
    1. Select the Documents tab.
    2. Click Add Doc.
    3. Enter a name.
    4. Click Browse and select a file from your local/network drive, or enter the document URL.
    5. Select if this document should be locked. Locked documents cannot be modified or deleted.
    6. Select if you want to publish this document as a best practice document. If this box is checked, your document will be published to the KNowledge Base, under Best Practices.
    7. Click Add Document.
  8. To add notes:
    1. Select the Notes tab.
    2. Click Add Note.
    3. Select the note type.
    4. Enter the text.
    5. Click Create.
  9. To add linked activities:
    1. Select the Links tab.
    2. Click Add New.
    3. From the Link Type pull-down field, select the link type. The options you see are set by your administrator.
    4. From the Available Activities list, click the select to select the activities you want to link to.
    5. Click Add.

See Also

Working with Program Issues

Updating or Deleting Program Issues



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Last Published Tuesday, June 9, 2020