Flag, track, and resolve issues, including process and part non-conformances.

With multiple ways to create and manage issues, we recommend reading through this entire guide to gain a full understanding of this feature.

Don't see the Issues feature? Reach out to Support using the green chat button or email support@epsilon3.io for help setting it up.

Create a New Run Issue

To create a new issue for a run, or to add the run to an existing issue, click on this icon at the top of the page and then select the corresponding option.

Select the existing Issue from the drop down menu, or fill in the details in the modal to create a new Issue.

Only Active Issues will be displayed in the drop down.

Enter a Name for the issue. (required)

Select a Project from the dropdown menu. If the Procedure is already assigned to a Project, that field will be pre-filled and locked.

Select the Severity from the drop down list:

Critical
Major
Minor

Select Assignee and/or Collaborators from the drop down list of users in your workspace.

Add any Notes or Attachments, and then click Create Issue.

Note: Once an Issue is assigned to a Project, only users with access to that project will be able to view and manage the issue. More on Project Access.

The new Issue will be created in the Draft state and will be visible in the Issues drop down on the run.

Click into an issue to view or edit details, including changing the status and viewing activity. In the Reference section, there will be links to anything associated with the issue.

Navigate to the Issues module to see a list of all Open or Closed issues. Use the search bar, filter or sort columns to quickly find the Issue you're looking for. Click into an issue to bring up the view or edit options as seen above.

Create a New Step Issue

To flag issues related to specific steps, click the 3 dot menu in the top right corner of any step to Add Issue.

At this time, Step Issues can not be added to existing Issues.

The process to create, review, and edit a step issue is the same as a run issue.

The Reference link from the Issues module and Issue details page will link directly to the step associated with that issue.

Critical Issues

When an issue is marked as Critical, the run will automatically be paused until the issue has been downgraded or marked as resolved.

Hover over the issues icon to see details on when the run was paused.

Once all critical issues for the run have been resolved or downgraded to Major or Minor, the run can be resumed.

If an Issue is labeled Critical for an Inventory Item, it will be blocked from Part Usage until the Issue has been downgraded or closed.

Create Builds Issue

Parts Revisions

To create an issue associated with a Part Revision, navigate to the Part Details screen for the desired part revision and the Issues Icon. You can create a new Issue or add to an existing Issue.

Click Create Issue and fill out the Issue information as seen below.

Click Create Issue.

Issues will be displayed on the Parts Detail screen and on the main Issues screen.

Click on the Issue number to be directed to the specific Issue to view or edit.

POs

To create an Isssue for a PO, navigate to a PO in a Draft or Submitted state (Issues is not currently supported for Closed or Cancelled POs) and click the Issues Icon. You can create a new Issue or add to an existing Issue.

Click Create Issue and fill out the Issue information in the pop-up window.

Click Create Issue.

Issues will be displayed on the PO Detail screen and on the main Issues screen.

Click on the Issue number to be directed to the specific Issue to view or edit.

Inventory Items

To create an Issue associated with an Inventory Item, navigate to the Inventory screen, click into the specific item, and click on the Issues Icon.

Click Create Issue and fill out the Issue information in the pop-up window.

Click Create Issue.

Issues will be displayed on the Item Detail screen and on the main Issues screen.

Click on the Issue number to be directed to the specific Issue to view or edit.

If an Issue is labeled Critical for an Inventory Item, it will be blocked from Part Usage until the Issue has been downgraded or closed.

Issue Actions, Activity, & Details

Clicking into an Issue from the Issues list will bring you to the Issue Details page.

In addition to being able to view/edit Project, Status, Severity, Assignees, Collaborators, and Tags — the issue details page also provides an Activity log. Any activity or changes related to creating, pausing, resuming, or editing issues will be tracked here.

The References section will display links to anything that has been associated to this Issue.

The Activity Log allows for adding comments, including images.

Collaborators

Issues can only have one Assignee, but multiple Collaborators.

Enabling Strict Permissions allows for restriction of editing Issues to only users who are workspace/project admins, assignees, or collaborators.

To enable Strict Permissions clear the gear icon next to the Issues module and toggle on the setting.

Once enabled, other users will not be able to edit Issues, however they can still complete step actions if they have the appropriate role assigned.

Collaborators and Assignees will get notifications when they are added or removed from an Issue.

NOTE: If Strict Permissions setting is toggled off, then Collaborators just acts as a placeholder for more names, and users will still be able to edit Issues even without being assigned.

Click on the 3 dot menu and select Edit Issue to add notes, files/attachments, and Issue Actions (e.g. steps required to resolve the issue)