Record a problem you find, such as a leak, a safety hazard or a machine fault, as an issue so it can be assigned, fixed and tracked.
Issues is the current name of the module formerly called Tags (F-Tags). Some screens may still show the old name.
Who this is for: Operators and team members. Anyone with access to Issues can raise one.
Before you start:
You are signed in on the web, a phone or a shared tablet.
Know where the problem is (department, line or asset). If there is a QR code at the location, scanning it fills this in for you.
A photo helps the person who fixes it.
Time: 2 minutes
Steps
On Home, click Raise an issue. You can also click Create New in the top right corner of any page (or press Ctrl+K / Cmd+K) and choose Issue.
The create form opens with the fields that describe the issue. A preview of the tag updates on the right as you type.
Fill in the required fields: a short title, a description of the problem, and a photo if you have one.
Choose the Pillar and Priority, and the Department, Line and Location where the problem is. If you know who should fix it, pick an Assignee; otherwise your admin's default assignee rules apply.
Click Create in the top right corner.
What you should see: The issue appears on the Issues dashboard and on the facility Floor Plan straight away, without refreshing the page. The responsible person is notified.
Good to know: A newly created issue is saved with the status Open. To send it to the person responsible for verification, click Submit in the issue (in the side window or the detail view). Its status becomes Pending Verification. See Close an issue for the full path.
Other ways to raise an issue
Scan a QR code with the mobile app. Location QR codes open a new issue with the department, line or asset already filled in. Scanning an asset QR code pre-fills the location.
Speak instead of typing. In the mobile app, use voice-to-text for the description.
From the Floor Plan: click a spot on the Floor Plan to start an issue with the area already detected.
While completing a check: raise an issue from the Submit Template page in Daily Standard Work.
Show Fields: next to the Create and Cancel buttons, use Show Fields to add or hide fields on the form (open the article).
If it does not work
Problem | Likely cause | Fix |
Issue is not in the Create New menu | The Issues module is not enabled for you | Ask your admin. If you were just given access, sign out and back in. |
Create stays grayed out | A required field is empty | Fill in every required field. |
The issue does not appear on the dashboard | A display problem | Click the refresh icon or refresh the page. |
The QR code does nothing | You are not signed in to the app | Sign in to the app first, then scan again. |
Related
Complete a check
Close an issue
Getting started as an operator
Use QR codes and print tags (open the article)