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            Getting started with Issue Management

            Modified on Wed, 7 Oct at 4:25 PM

            Getting started with Issue Management

            Terms, templates and answers for your first steps.

            Here you will find everything you need to get started: the key terms to help you find your way around, templates that get real content into the system within minutes, and answers to the questions that come up most often at the beginning. For an overview of Issue Management, see Issue Management.

            In brief: the key terms

            When you open Issue Management for the first time, these terms will help you find your way around.

            Issue

            Anything you want to follow up on: an action, an audit, a risk or an opportunity. Every issue has a number, a status and a responsible person.

            Team

            An area in which you work on issues relating to one topic together, for example “Internal audits” or “Risks and opportunities”. Teams are created by the Key User.

            Issue type

            The kind of issue: action, action plan, audit, risk or opportunity. For each team, you define which types are used there.

            Roles in the team

            Owners manage the team and its members. Editors work on the issues. Guests can view and comment but cannot change anything.

            Demo issues

            Examples that are already created in a new team, so you can try things out safely. Delete them before you get started for real.

            Resubmission

            A date on which you are reminded of the issue, also by email. That way nothing gets left behind.

            A first look in 2 minutes

            Click through once and see what Issue Management looks like.

            Get started in three steps

            From your first team to an overview of everything that is still open.

            1

            Create a team

            Each topic gets its own team, for example for audits or for risks and opportunities. Your Key User creates the team. Then you invite your colleagues and select the issue types you need.

            		→

            2

            Create an issue

            Create your own issue, with a responsible person and a due date. Already have lists in Excel or want to use our template? Then simply import them.

            		→

            3

            Keep track of everything

            Set a resubmission date and you will be reminded in good time, also by email. In the views, you filter and sort your lists so you can see at once what is open and what is coming up.

            Templates to get started right away

            Download a template, adapt it and import it. That way you have real content in the system within minutes.

            Audit

            Catalog of criteria ISO 9001, system audit (German)
            Criteria covering all chapters of the standard, from context to improvement. A good basis for your first system audit.

            Catalog of criteria data protection training (German)
            Checks whether trainings are planned, carried out and documented.

            Catalog of criteria ordering process (German)
            A simple process audit, ideal for trying things out.

            Empty template for a catalog of criteria
            For your own criteria, with the right columns for the import.

            How to import a catalog of criteria: Audit templates and catalog of criteria

            		 

            Risk and opportunity

            Sample risks (Excel, German)
            Ready-made risks to import, so your dashboard shows something right away.

            Empty import template for risks (Excel)
            For your existing risk list from Excel.

            Starter scenario hazard assessment (PDF, German)
            Hazards to recreate directly, step by step.

            How to import risks: Export and import risks

            Frequently asked questions

            One team or several?

            Both work. We recommend one team per topic, for example one for audits and one for risks and opportunities. That keeps every list clear.
            Learn more: Create, edit, and delete a team

            I can’t create a team. Why?

            Teams are created by the Key User. Everyone else is invited to a team as a member. Best get in touch with your Key User.
            Learn more: Team functions and roles in issue management · Create, edit, and delete a team

            What do I do with the demo issues?

            Take a look at them and try things out. Before you get started for real, delete them via the three-dot menu. They don’t disappear on their own, not even when you deactivate an issue type.
            Learn more: Create an issue · Team functions and roles in issue management

            Why can’t my colleagues see my issue?

            New issues are confidential by default. Only owners and editors of the team can see them, guests cannot. Also check whether your colleagues are members of the team.
            Learn more: Permissions and visibility in issue management · Team functions and roles in issue management

            Can I transfer my Excel lists?

            Yes, for audit criteria, risks, opportunities and actions. Owners and editors of the team can import. You will find the matching templates above.
            Learn more: Audit templates and catalog of criteria · Export and import risks · Export and import actions

            Can I record things on the go?

            Yes. You attach photos directly to the issue and dictate text via the microphone.
            Learn more: File attachments and links in an issue

            Questions about Issue Management? Submit a ticket.

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