Learn how to create issues and issue actions while responding to a Requirement-Based Assessment (RBA)
Table of contents
- Ask Hailey to suggest or create an issue
- Creating new issues
- Linking existing issues
- Viewing linked issues
- Creating issue actions
- Adding attachments to issues
Ask Hailey to suggest or create an issue
When responding to a Requirement-Based Assessment (RBA), you can create issues and actions as you progress.
You can bulk add issues and issue actions by selecting multiple requirements and performing these actions.
Make sure you are in the Response-1 tab. Click on the requirement you want to add an issue to, then click the Hailey brain icon next to Issues & actions in the side panel.
You can select one of the issues that Hailey recommends from your Issues Registers, ask Hailey to generate an issue relevant to the requirement, or create/link an issue yourself.
If you ask Hailey for help, it will use the relevant information from the requirement to create an issue.
Depending on the current state of the response, such as the answer to each field, Hailey's suggestion may differ.
Creating new issues
To create a new issue, enter the name of the issue, and then hit Enter on the keyboard.
After hitting Enter, the issue will be created and added to the issue register. You can also update the name of the issue here by double-clicking on the issue name.
The following actions can be performed here or in the issue register.
- Update the workflow status of the issue
- Set the priority of the issue
- Select the issue type
- Select the owner and/or access member of the issue
- Update the identifier of the issue
- Update the issue's reported date
- Set the due date of the issue
- Add a description
Linking existing issues
To link an existing issue that has already been created in 6clicks, select the Existing tab.
From here you can browse for issues. To link an issue to the requirement, click the + next to it.
You can also view issues that have already been linked to the issue by selecting the Linked filter. Unlink already linked issues by clicking the tick next to it. In case you change your mind, unlinked issues will stay in this list until you leave.
Viewing linked issues
To view the issues that have been linked to the requirement, click the back button next to Add issue.
All requirements with linked issues have a fire extinguisher icon next to it.
The list of issues is now displayed in the side panel. To edit or unlink them, click the Action button (3 dots) to the right of the issue name.
Creating issue actions
In the issue you want to create an action for, click the + next to Actions.
Enter the name of the action and then hit enter on your keyboard.
After hitting Enter, the action will be created and linked to the issue you are creating it under. You can also update the name of the action here by double-clicking on the issue name.
The following actions can be performed here or in the issue register (in the issue's Details > Actions tab).
- Update the action's workflow status
- Set the action's owner
- Set the due date of the action
- Add a description to the action
Once the details of the action have been added, click the back button next to Add action to return to the issue.
The list of actions linked to an issue can be found under the issue in Actions.
To edit or delete an action, click on the 3 dots to the right of the name of the action.
Adding attachments to issues
Documents can be added to an issue by clicking the + next to Attachments.
Add a file and click Upload.
The list of documents uploaded to the issue can be found under Attachments.
You can download or delete the file by clicking on the 3 dots to the right of the file name.
