Manage Issues Follow

Overview

Effectively managing issues is the first step to keeping your fleet safe, compliant, and operational.

Issues act as the starting point before creating a Work Order to resolve them, providing a centralized hub to track and assess reported problems. Issues can originate from failed checkpoints during digital inspections, user-created entries in the Maintenance > "Issues" list, or flagged trouble codes in the Maintenance > "Trouble Codes" list. From the Issues log, you can view issues, update statuses, or escalate to a Work Order for resolution. With tools to document activity, add attachments, and track progress, the Issues feature ensures nothing is overlooked as you move toward resolution.

Table of Contents

• View Issue Log
• Issue List Navigation Overview
• Create an Issue
• Update an Issue
• Create Work Order from an Issue

View Issue Log

To view Issues, follow these steps:

• In the left-hand navigation, select the "Maintenance” service module.
• In the top navigation, select "Issues."

Please note, if you do not see this feature, you will need to contact an Administrator. Only Account Administrators and Administrators can change your permissions. 

Issue List Navigation Overview

While viewing the Issue log, you can

• Select an issue or multiple issues to set the status (1)
• Set status on selected issues to "New" or "Completed" (2)
  
  • Please note: you cannot change the status of issues that are currently "In Progress."
• Search and filter issues across the table's header (3)
  • Asset: Asset with issue.
  • Status: Issue's status according to work order status.
    • New: New issue. No work order has been created.
    • In Progress: Work order has been created and is currently in progress.
    • Completed: Work order was created and resolved.
    • Needs Not Be Corrected: Issue status changed to "Needs Not Be Corrected."
  • Description: Description of issue coming from digital inspection's component or checkpoint, manual description, or from DTC code.
  • Reporting User: Operator or user reporting the issue.
  • Date Reported: Date issue created.
• View Work Order details including asset, status, connected issues, date reported, total cost, and take action.
• Take action on issues (4)  
  • View work order details
  • Create work order (Please note, you must have Maintenance > "Job Creation" user access to view this option.)
  • View issue details, update issue status, add comments and attachments, and create a work order
• Create an Issue (5)
• Switch views between list view and detail view. (6)

Create an Issue

Issues are created by:

• Operators when failing a checkpoint during a digital inspection.
• Users who select "Create Issue" within the Maintenance > "Issues" log.
• Users who select the exclamation mark icon within the Maintenance > "Trouble Codes" list.

To learn how to create an issue, watch the brief overview below.

Update an Issue

Create an issue and update the status, add comments, or add attachments. From an issue, if more extensive work is needed, create a work order to resolve the issue and track labor, parts, and more.

Within an issue, you can

• View Issue details (1)
• Update the Issue status (2)
• Add attachments (3)
• Add comments and view recent activity (4)
• View the current status (5)
• Create a Work Order (6)

Create a Work Order from an Issue

Creating and resolving Work Orders automates issue resolution, resets the clock on reoccurring service tasks, and updates your inventory. Work orders offer an effective method for tracking the total cost of maintaining your fleet. To learn how to create a work order, follow the steps below.