Establish Issue Details - EcoSys - 3.01 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (3.01)

Language
English
Product
EcoSys
Search by Category
Administration & Configuration
EcoSys Standard Version
3.01

The Issue Details tab consists of two sections, a memo field on the left side and documents list on the right side. You can upload any issues related screen shots, internal company policy or action items in the documents list.

The procedure below allows you to log issue or worklog related details in the Issue Details tab.

  1. In the Details panel, click the Issue Details tab.

  2. On the left side, in the Description (Memo) field, type the description of the issue or worklog.

    • When you type the description and click save, the system puts the time stamp and your name to the left side of the description.

    • When you press enter key and type another line below the first line and click save, the system does not put the time stamp and name. It time stamps only when you press enter key and type the description above the existing line and click save.

  3. Enter the issue or worklog details manually:

    1. Click the Insert Row icon to add a new row.

    2. Type in the required Description.

    3. Type the user name in the Uploaded By field.

      (Or)

  4. Import the issues or worklog details:

    1. Click IMPORT.

    2. Click Choose File to select the required file.

    3. Select the required Format as per the selected file. The available values are listed below:

      • Excel

      • Tab-delimited

    4. From Import Rule for Incoming Records, select the Create New / Update Existing option.

    5. Select the Preview data before saving check box to validate the data before importing.

    6. Click OK to import the file.

      Verify the data on the screen, if there are any missing or blank fields, click REFRESH to discard the data and repeat the above procedure to import the file again.

  5. Click SAVE. The fields Last Update Date, Last Update User, Create Date, and Create User auto-update.

  6. Attach the required document files. Follow the procedure below to attach the required document files.

    1. Click the Attachment icon.

    2. Click UPLOAD and then click Choose File to select a file to upload.

    3. Type the description of the document in the Document Description.

    4. Click SAVE.

      Click the Delete Row(s) icon to delete the selected row.