and Administrators can set due dates, and close issues, while Team Members can create issue, create issue actions, and provide updated comments and attach emails and files. Issues can be created at any time throughout the project, and are in fact the project manager’s best friend. Team Member licence users cannot close an issue, instead they move it to an Awaiting Review status. This ensures that the Project or Program Manager is satisfied that an issues has been resolved and can be closed. When creating an issue it is advisable to add as much information as is relevant to the issue, as this will assist the rest of the project team to understand what the issue relates to, and how it needs to be resolved. UniPhi allows only one to be assigned to an issue, as this ensures accountability. The issue “owner” owner may assign tasks within the issue to numerous people, which facilitates collaboration. Logging a new issue into UniPhi Go to the Issues tab and select the relevant project the issue relates to from the Project: filter. Figure 1 Project selection drop down filter Click. The following issue form will be displayed: Figure 2 Standard issue logging form Enter in as much relevant information as required (description, rating, due date, etc.) and click to save your issue, or to drill into the issue details. The term Save & Drill is used when you create an issue and need to be taken into the issue that you have just created. You would choose this option if you plan on adding issue actions, and assigning resources to those issue actions. Otherwise you can simply press save. Assigning Issue actions
and Administrators can set due dates, and close issues, while Team Members can create issue, create issue actions, and provide updated comments and attach emails and files. Issues can be created at any time throughout the project, and are in fact the project manager’s best friend. Team Member licence users cannot close an issue, instead they move it to an Awaiting Review status. This ensures that the Project or Program Manager is satisfied that an issues has been resolved and can be closed. When creating an issue it is advisable to add as much information as is relevant to the issue, as this will assist the rest of the project team to understand what the issue relates to, and how it needs to be resolved. UniPhi allows only one “owner” to be assigned to an issue, as this ensures accountability. The issue owner may assign tasks within the issue to numerous people, which facilitates collaboration. Logging a new issue into UniPhi Go to the Issues tab and select the relevant project the issue relates to from the Project: filter. Figure 1 Project selection drop down filter Click. The following issue form will be displayed: Figure 2 Standard issue logging form Enter in as much relevant information as required (description, rating, due date, etc.) and click to save your issue, or to drill into the issue details. The term Save & Drill is used when you create an issue and need to be taken into the issue that you have just created. You would choose this option if you plan on adding issue actions, and assigning resources to those issue actions. Otherwise you can simply press save. Assigning Issue actions
UniPhi%20Issues%20and%20Actions%20Management%20Manual.docx