What are Issues?

Issues are structured comments assigned to particular parts of the application or assessment benchmarks and can be filtered when viewing. They are an informal documentation tool that is used for internal communication within your organisation. Each Issue is time-stamped and states the user that created it. Issues can be edited and deleted by the creator of the notes. Issue comments do not appear in any reports or notices, they are for internal use only. 

What do I use the Issues feature for?

Use this feature to review and notify the assessment manager of concerns, change requests etc. that may be needed for each assessment item. 

Where are Issues located for a Supervisor? 

The Issue feature is attached to each assessment item (flag icon), above each discussion text box. You can view a summary of all Notes and Issues for the application in the top toolbar, next to the Planning Summary. 

Where are Issues located?

The Issues are located within the Notes. The Notes feature is attached to each assessment item, underneath each discussion text box. Select the Flag icon to access the Issues view. You can view a summary of all Notes and Issues for the application in the top toolbar, next to the Planning Summary. 

Who can use the Issue feature? 

Issues are primarily used by the Council Supervisor as a review of the application material before a report or notice is generated and sent to the applicant. Although the Issues feature can be used by the entire assessment team (assessment managers, collaborators and admin).

How do I flag an Issue as a Supervisor? 

  1. Find the assessment item you wish to flag. 

  2. Select the Flag icon (located above each discussion text box).

  3. The Issues feature will open in a pop-up window. Your Issue will be tagged with the corresponding assessment item you are writing about.

  4. Type your Issue in the discussion text box provided. Select Post.

  5. Your Issue will appear above.

  6. Use the action icon (three dots) to edit, delete or copy discussion text to the assessment items discussion text box.

How do I create an Issue? 

  1. Find the assessment item you wish to flag. 

  2. Select the Note feature (located under each discussion text box, above the Mark Complete button). 

  3. The Notes feature will open in a pop-up window.

  4. Select the flag icon in the top right of the pop-up window. The Notes window will turn into Issues.

  5. Type your Issue in the discussion text box provided. Select Post. Your Issue will be tagged with the corresponding assessment item you are writing about.

  6. Your Issue will appear above.

  7. Use the action icon (three dots) to edit, delete or copy discussion text to the assessment items discussion text box.