Create an Issue from a Form
Use Case
The client’s rep informs the field engineer onsite that they want to increase the size of one of the steel structures. The field engineer sends an RFI to get more information and document the request as an issue.
You can use InEight Document or InEight Compliance to create an issue while filling out a form.
Regardless of which process is used to create an issue, proper permission levels must be attained.
Create an Issue from a form using InEight Document
Step 1
Within InEight Document, from the Forms register, select the Add drop-down, then select the Form Type.
Step 2
On the Detail tab, add pertinent information, then select Create Issue.
Step 3
On the Create a new issue window, add the issue name, date and description, then click Save.
-
An issue is automatically created in the InEight Change New Issue log.
-
A link to Change is added to the issue in the InEight Document form.
-
You can also access issues from the Links tab.
Note: Integration between InEight Document and InEight Change must already be enabled as part of your software implementation to use this functionality.
Step 4
Click on the link to go to the Issue log in InEight Change.
Step 5
Open the issue.
Step 6
On the issue’s Details tab, under Additional Details, you can access the Document RFI form via direct link.
You can also access the RFI from the Supporting Documents tab.
Create an Issue From a Form Using InEight Compliance
Alternatively, you can set up a Compliance form and integrate that information to create an issue line item in InEight Change.
Administrator Set Up
For this functionality to become available to users, the setup process involves these three steps:
Setup organization settings
Add a new Issue Documentation Form (IDF) Category.
create the form
Create the form and question.
map idf codes and publish
Per question, map IDF Category association.
Access the following link to learn more:
Using the Form
If you are simply filling out the form to create an issue, follow these steps.
Step 1
Within your project, open the preferred Compliance module where the form was created.
Step 2
Open the appropriate published IDF form.
Step 3
Fill out the form, then click Save or Save & Close.
Step 4
As a result, the new issue appears in the New Issue Log in InEight Change.
