UniPhi OnSite – Issues Module

Purpose of the Issues Module

The Issues module is used to log, track, and manage project issues throughout their lifecycle. It supports structured workflows and contributes to overall project visibility and reporting.

Viewing Issues

Users can access issues across:

• Their assigned work

• Their wider project portfolio

Each issue displays key summary information, including ownership, priority, and due dates, allowing quick identification of urgent items.

Sorting Issues

Tap Sort

Select one of the following:

• Project Name

• Issue

• Rating

• Assigned To

• Due Date

  
  

This helps prioritise work based on urgency or responsibility.

Filtering Issues

Tap Filter

Select relevant criteria:

• Area (e.g. My Work or My Portfolio)

• Category (e.g. Cost, Design, Defects, Change)

  
  

Tap Filter to apply

Filtering allows users to focus on specific types of issues or responsibilities.

Viewing Issue Details

Tap an issue from the list

The detail view includes:

• Category

• Assigned user

• Due date

• Status

• Rating

• Audit information (logged by/date)

Managing Actions

Open the issue

Tap Actions

Select an action to update

Tap once to edit

Double-tap to close or reopen

Each action represents a required task within the issue workflow and includes an owner and due date.

Using Comments

Open the issue

Tap Comments

Review or add communication

Comments provide a complete history of discussions and decisions related to the issue.

Typical Issue Workflow

• Issue is logged

• Assigned to a responsible user

• Actions are created and allocated

• Progress is tracked through updates and comments

• Issue is closed once resolved

Best Practice

Assign ownership for every issue.

Use due dates to manage accountability.

Keep all communication within the Comments tab.