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What is an issue group and how do I create one?

Issue groups are pre-defined lists of project users - they are most commonly used when publishing documents and processes.

 

To create an issue group:

  1. Click Administration -> Project -> Companies / Users / Rights -> Issue Groups
  2. Click Add Issue Group
  3. Give your Issue Group a name
  4. Use the Company Name dropdowns and Add and Remove to ensure the correct users are added to the Issue Group
  5. Set any other options required (see below for details of these options)
  6. Click Add to create the issue group

Note: You can also create site wide Issue Groups by going to Administration -> Site -> Companies / Users / Rights -> Issue Groups at step 1 above. A site wide Issue Group may include users who do not have access to all projects - if a site wide Issue Group is selected on publishing, only users with access to the current project will be added to the Issue List of the item being published

 

Available Options:

  • Active - this option must be ticked in order to make the issue group active on the project
  • Visible - this option must be ticked in order for the issue group to appear in the list of available issue groups during the publishing process (option only available to PICs)
  • Cross Company - if this option is ticked, the issue group will be visible to users from all companies on the project - if it is not ticked, the issue group will only be visible to your own company (option only available to PICs)
  • Force Distribution - this option forces publication to users on the issue list by preventing publishers altering the issue list during the publishing process (option only available to PICs). This option only works in conjunction with the Assigned To option
  • Assigned To - this allows the issue group to be assigned to either documents or a specific process, and is often used in conjunction with Forced Distribution. Once Documents or a specific process has been selected, Optional Filters will become available
  • Optional Filters - these allow rules to be setup to apply Assigned issue groups to specific publishing circumstances. For example:
    • If the Issue Group is Assigned to Documents, you can use the Optional Filters to apply the Issue Group to specific publishing companies and users, as well as Categories, Statuses, Registers and Work Packages (where available)
    • If the Issue Group is Assigned to a Process, you can use the Optional Filters to apply the Issue Group to specific publishing companies and users as well as Work Packages (where available)

 

Rights: Only users with the project right Add/Edit Issue Groups can create and edit project level Issue Groups - some settings are only available to PICs. Only a Site Administrator can create and edit site wide Issue Groups.