1.18 Issues

The use of issues allows users of EDQ to keep a record of their key findings when analyzing data, and also provides a way for work on a project to be allocated and tracked amongst several users.

A typical use of issues might be to capture pieces of intelligence discovered when conducting an audit of data, and to collate a list of actions that require completion - for example, ways in which data quality issues need to be resolved by cleansing.

Amongst other purposes, this allows different users of EDQ to specialize in different activities. For example, audit users can analyze data and pass on information and outstanding issues to specialist data cleansing users.

Issues assigned to the currently logged on user are indicated in the Director Toolbar.

Clicking this notification will open the Issue Manager application. See Issue Manager for further information.

Issues are created from results in the Results Browser, and by the assignment of match results for review. For example, to create an issue based on the Quickstats Profiler's results for the Postcode attribute, right-click on the result and select Create Issue.

This brings up the Issue Creation dialog. The issue is automatically linked with the processor that you created the issue from. If you then assign the issue to another user, that user will be able to link through directly to the relevant processor's results.

Using Issues when Reviewing Matching Results [Match Review only]

Issues are also used when assigning match results for review in the Match Review application. In this case, the user assigning the results for review creates an issue and assigns it to either a specific user, or to a group of users. The issue includes a URL that can be used to open a standalone reviewing application, so that reviewing users do not have any access to the configuration of the processes used to generate the results.

See Using Match Review for more information. More

Issue Email Notifications

An administrator can configure EDQ such that users receive an email when issues that are relevant to them are created or changed.

To do this, the administrator must set up valid SMTP server details in the mail.properties file in the notification/smtp subfolder of oedq_local_home directory. The same SMTP server details are also used for Job notifications. See the EDQ Server Administration Guide.

A default template defining the layout and content of the issue email notification is provided. This can be changed if required.

The emails contain a link to open the issue. For issues raised from results the link will open the EDQ Issue Manager, and for issues assigned in order to review match results, this will open the Match Review application with the relevant results selected.

If issue emails are enabled, users with email addresses set up in EDQ (in the User Configuration pages) will receive emails as shown in the below table. Note that if many of these events occur in a single action (for example, if an issue is created by and assigned to the same user), only a single email is sent: