16.3.1.1 Create or Log an Issue

To create an Issue, perform the following steps:
  1. Navigate to the Inbox by clicking Inbox on the Home page.
    The Inbox page is displayed.
  2. On the Inbox page, click Log Issue.
    The Create Issue page is displayed.
  3. Set the following values.

    Table 16-1 Issues Field Names and Description

    Field Name Description
    Name Type a unique name.
    Description Type a description.
    Category

    Select the required Category:

    • Data Authorization
    • Data Privacy
    • Data Security
    • Data Accuracy
    • Data Availability
    • Timeliness
    • Catalog Extension: Use this if you want to extend the out-of-the-box Data Structure.
    Criticality

    Set the criticality level for the Issue as:

    • Low
    • Medium
    • High
    Target Date Select the date till when you need this Issue to be active.
    Execution Date Select the date for executing this Issue.
    Source

    Select a source for the Issue:

    • Controls: Defines the operational and quality controls on every data element and monitors the effectiveness of the control.
    • Key Indicators: Monitors all the key metrics, trends of the metrics, variances, and so on, for the data elements.
    • Catalog: To create the Business Term that comprises of elements supporting the business needs of the financial industry.
    Owner Select the required owner for the Issue.
    Comments Add comments for the Issue, if required.
    Attach Documents Use this to attach documents relevant for this Issue. The file format can be of type: .xls, .pdf, .txt or .doc.
  4. Click Save.
    A confirmation message is displayed.
  5. Acknowledge the confirmation message. The new Issue is listed on the Inbox page marked with New status along with its details.