Creating an Issue and Incident Library

Learn how to create and manage the 6clicks Issue and Incident Library

Issue and Incident Library

Navigate to your issue and incident library via the left navigation panel, select Issue and Incident, then Library to open the Issue and Incident Libraries screen.

To create a new Issue and Incident Library, you must first select Issue and Incident to add to the Issue and Incident Library. Note that you cannot create an Issue and Incident Library without any Issue and Incident in it.

Once an Issue or Incident is selected, (1) the Create New Library, Add to Existing Library, and Archive options appear at the top of the table. (2)

To create a new  Issue or Incident Library, select Create New Library. 

The Issue Library panel will open on the right side of the screen. Enter the Name and a Description of the library. 

issue library

To navigate to the newly created Issue and Incident Library, enter the name in the search bar (1), use the library filter (2), or use the directional arrows to scroll through the libraries (3).

   

You can add more issues or incidents to your library by either creating new issues or incidents (1), importing issues (2), or selecting issues or incidents from the register (3). 

If you would like to set the Priority to an Issue Library, clicks the three dots and then Edit

  1. Select the Issue Library for your Issue
  2. Select the Priority: Low, Medium, High & Immediate 
  3. Hit Save

Create a New Issue or Incident 

Click on Create and select issue or incident.

The Issues panel opens on the right side of the screen. 

  1. Name of the Issue. 
  2. Description of the Issue. 
  3.  Select the issue type from the drop-down.
  4. Select the issue library from the drop-down.

Once all pertinent information has been filled in, click Save at the bottom right.

Once you have created the Issue, it will appear at the top of the Issues and Incidents Libraries list. 

Adding an Issue or Incident to Another Library

Issues and Incidents can be added to other Libraries. Click on the issue or incident (1), click on the ellipse (2) and select Add to Existing Issue Library (3). 

Importing Risks 

To bulk import issues or incidents, click Import Issues, and then the Import Issues modal will appear. 

Click on Download Template. 

Fill in the columns under each respective field:

Name: The name of the issue.

Description: The description of the issue.

Issue Type: The name of the issue type this issue will be added to. Issue Type must already exist within the tool or upload will not function correctly. 

Issue Library: The name of the library this issue will be added to. Issue Library must already exist within the tool or upload will not function correctly. 

To import your template, click Import Issues, and then the Import Issues modal will appear. 

Click Browse to browse for the template.

The uploaded file appears within the Import Data modal; Click Upload.  

Select the relevant Library to view the newly imported Issues and Incidents. 

Adding already created issues to your Issues and Incidents Library

You can add issues and incidents from other issues and incident libraries to the new Issues and Incidents Libraries.

Select the Issues or Incidents in the Issues or Incidents Table (1), then select Add to Existing Library (2) to open the Add Issue to Library modal. 

Select an Issue Library from the drop-down list, then click the Add Issue button. 

Navigate back to the newly created Issues and Incidents Library to see the new Issues have now been added. 

There is also a quick link in each individual Issue or Incident to Add to Existing Library. 

Click on the ellipse next to the Issue or Incident name in the Issue or Incident panel on the right of the screen. 

 

The dots icon also appears in the table view, providing options to mark as favorite which can be used for filtering and grouping issues and incidents, creating a copy of the issues or incidents, and archiving the issues and incidents.

Now that you have added your Issues and Incidents, the next step is to Publish your Issue and Incident Library, so it is available to be used for Issue and Incident Reviews.

Select the Issue and Incident Library Name above the Issue and Incident table to view the Issue and Incident Library you want to Publish, then select Status dropdown and click Publish.

You can archive Issues and Incidents by selecting the Issue and Incident then clicking Archive. This will remove the Issue and Incident from the Issue and Incident library table and the Issue and Incident library it is associated with.