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To add issues to a review round, from the worksheet, click the “Create Issue” button as highlighted below.:

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titleThe Plan Review step Worksheet highlighting the "Create Issue" button

This will open the issue creation menu, allowing for the entry of the details of the issue that you are adding.

Info

Each issue identified during the review should be added individually. Do not add details for multiple issues in a single issue.

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titleThe "Create Issue" dialog

The main text area on the left allows for entry of the exact details of the issue. Additionally, the fields on the right of the text area allow for additional information relating to the issue described:

  • Document

    • This field allows for typing in any document that further explains the issue.

  • Code

    • This field allows for the selecting of any previously configured codes that further identify the issue being described.

  • References

    • This field allows for any further code references to further clarify the issue being added.

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After typing in the details of the issue, click on the “Save” button as highlighted above. This will add the issue to the “New Issues” tab as shown below. This should be repeated as needed to add all identified issues.

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titleThe Plan Review step Worksheet showing issues added to the review

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