Issues

Issues allow your team to centrally track change requests, questions, or fixes about TFLs, Datasets and the code that generate them.

How Issue Management Works

Issues can be added in the following ways:

• ISSUE INDEX
  Issue can be added directly by statisticians and programmers from an analysis' Issue Index page.

• QUICKVIEW
  Issues can be added by promoting discussion items in QuickView to an Issue.

• COMMENT from ADJUDICATION
  Issues are automatically created when Comments from a Review Period are tagged as Actionable and the Adjudication wizard is completed.

• TEST RESULTS
  An Issue is automatically created when a failed test result is added to a TFL record.

Candid's default behavior and recommendations for leveraging Issues, Test Results, and Comments:

Issue Details

View Issues

1. Navigate to the Analysis Index page that contains the Issues you would like to access.
2. On the right-hand side, under the TFL and Dataset Index links, click the Issues (x/x) button to go to the Issues Index page
3. Each issue will be presented in a table with the following details:

1. Click the details button to open the details page for a given issue.

Add Issue Directly

1. Navigate to the Issue Index page for the Analysis you wish to add an Issue to.
2. In the upper, right corner click the Add button, which will take you to the Add Issue page
3. Complete the form.
   Optionally, select 1 or more Related TFLs – by clicking the Edit button, and all TFLs related to the Analysis will show at the bottom of the window; click the checkbox next to each TFL you would like to associate with the Issue.
   Optionaly, select 1 or more Related Datasets – click the Edit button, and all Datasets related to the Analysis will show at the bottom of the window; click the checkbox next to each Dataset you would like to associate with the Issue.
4. Click the Done button.
5. Verify the correct TFLs and/or Datasets have been added to the Issue.
6. Click the Save button (or click the Cancel button to exit without saving your changes).

Add Issue from Discussion Item

1. Navigate to the Analysis you would like to edit.
2. Click on the TFLs link in the upper, right-hand corner of the page.
3. On the TFL Index click the QuickView button for the TFL you would like access.
4. In the Discussion Item list, locate the Discussion Item to promote to an Issue.
5. Click the Actions drop down button.
6. Click the Convert to Issue link.
7. Candid will create an Issue record and associate the Issue with the Discussion item. A button will appear just below the Discussion Item when after the Issue has been added.

Add Issue via adding a Failed Test Result

1. Navigate to the Analysis you would like to edit.
2. Click on the TFLs or Datasets link in the upper, right-hand corner of the page.
3. On the TFL Index or Dataset page, click the Details button for the TFL/Dataset item you would like to add a failed test result.
4. In the Test Results section, click the red down arrow button.
5. Optionally, select a Test Method, or enter a Program, or Description for the test result.
6. Make sure to click the Yes radio button for 'Automatically add new issue for each test result?'
7. Click the Save button.
8. Under the Test Results section, the test result you just created will show with a status of Failed, and the system will automatically create an Issue for you in the Issue Tracking System.

Edit Issue

1. Navigate to the Issues Index page.
2. Click the Details button to go to the Issue Details page.
3. Click the Edit button to open the Edit Issue page.
4. Change the Title, Description, Category, or TFL/Dataset associations.
5. Click the Save button to save.

Assign User to Issue

1. Navigate to an Issue details page.
2. Click inside the Issue Assignments input box and start typing the name of the User to filter the list.
3. Click the name of the User you want to add from the result of your search.
4. Click the Add button.

Add Comment to Issue

1. Navigate to the the Issues Index page.
2. click the Details button to go to the Issue Details page.
3. Add a comment by entering text into the Leave a comment text box and click the Comment button.

Add Screenshot to Issue

1. Navigate to the Issues Index page.
2. Click the Details button to go to the Issue Details page.
3. In the Leave a comment section, either click the Click here to attach files, or drag and drop or paste them. to select file or image to add. Or, drag and drop a file or image inside the Leave a comment input area.

Close Issue

1. Navigate to the the Issues Index page.
2. Click the Details button to go to the Issue Details page.
3. Click the Close Issue button to set the page into Close Issue mode.
4. Select a Resolution from the green drop down menu.
5. Optionally, enter a close out comment.
6. Click the Confirm Close button to save.

Bulk Close Issues

1. Navigate to the the Issues Index page.
2. Click the Bulk Close Issue button.
3. Select the Issues to close by checking the checkboxes in the Issues displayed or click the Select All button.
4. Click Next
5. Select a Resolution from the drop down menu.
6. Enter a close out comment.
7. Click Next
8. Click the -> Yes, I'm Sure to execute the close action.

Export Issues

1. Navigate to the the Issues Index page.
2. Click the Details button to go to the Issue Details page.
3. Click the Export button.
4. All Issues in the current filter set will be exported to an Excel file and downloaded to your downloads folder.

Delete Issue

1. Navigate to the the Issues Index page.
2. Click the Details button to go to the Issue Details page.
3. Click the Delete button to go to the Delete Issue confirmation page.
4. Click the red Delete button to confirm and execute deletion.