How to Create Issues

How to Create Issues
Issues are typically created when a user identifies a problem during:
-      Task execution
-      Inspections
-      Audits
-      Mobile field operations

Users can report:

• Operational concerns
• Safety incidents

• Failed inspections
• Equipment problems
• Compliance gaps

Step-by-Step Guide: How to Create an Issue

Step 1 — Open the Issues Module
From the left navigation menu, click: Issues
You will see:

• Open Issues
• Issues In Progress
• Resolved Issues

Step 2 — Click “Create Issue”
The issue creation form will open.

Step 3 — Enter Issue Details
Provide:

• Issue title
• Description
• Operational context
• Site/location

Use clear and detailed descriptions to improve resolution
speed.

Step 4 — Select Issue Category
Choose the most appropriate category such as:

• Safety
• Maintenance
• Compliance
• Operations
• Quality Control

Proper categorization improves reporting and escalation
workflows.

Step 5 — Set Severity Level
Select:

• Low
• Medium
• High
• Critical

Severity helps prioritize operational response.

Step 6 — Upload Supporting Evidence
Attach:

• Photos
• Videos
• Documents
• Inspection evidence

This helps supervisors and teams review the issue
accurately.

Step 7 — Assign Ownership
Select:

• Responsible user
• Team
• Department
• Supervisor

Ownership ensures accountability.

Step 8 — Save & Submit the Issue
Click: Submit Issue
The issue now appears in:

• Open Issues
• Assigned dashboards
• Reporting systems
• Notification workflows

Best Practices

• Use clear issue titles
• Upload supporting evidence immediately
• Assign ownership during issue creation
• Categorize issues properly
• Use accurate severity levels

Common Mistakes to Avoid

• Using vague issue descriptions
• Forgetting evidence uploads
• Leaving issues unassigned
• Incorrect severity classification
• Creating duplicate issues