Problems, concerns, and other topics of contention on a Project are officially captured and tracked in RedTeam Flex as Issues.
Issues can be discussed in Meeting Minutes and linked to Dialog documents, such as RFIs. When an Issue is resolved, it is closed and automatically archived.
Although Issues are often unique to a specific Project, you can also create Default Issues, which are available to every Project in the database.
1. Add a Default Issue
Default Issues always appear in the Issue dropdowns for Dialog documents and Meeting Minutes across every Project in the system. Issues added manually within a Project appear only in that Project's dropdowns and are not added to the Default Issues list.
To add a new Default Issue, go to the Configuration menu and follow the steps below.
Steps:
From Configuration, locate Default Issues (under the Projects heading).
Click the New (+) icon.
Enter a Name and, optionally, a Narrative for the Default Issue.
Click Save.
2. Edit a Default Issue
If you need to change the name or narrative of a Default Issue, you can do so from the Configuration menu.
A Default Issue can also be deleted, as long as it has not been used in a Project. If it cannot be deleted, you can deactivate it instead by editing the Issue and unchecking the Active box.
Steps:
From Configuration, locate Default Issues (under the Projects heading).
Find the Default Issue you want to edit and click the Tools icon.
Click Edit.
Modify the Issue Name and/or Narrative.
Click Save.
3. Delete or Deactivate a Default Issue
If a Default Issue is no longer needed, you can delete it, as long as it has not been used in a Project. If it has already been used, it cannot be deleted, but you can deactivate it instead. Deactivated Default Issues no longer appear in the Issue dropdowns, but they remain on any Projects where they were previously used.
Steps:
From Configuration, locate Default Issues (under the Projects heading).
Find the Default Issue you want to remove and click the Tools icon.
Click Delete and confirm when prompted.
If the Default Issue cannot be deleted because it has been used in a Project, click Edit instead.
Uncheck the Active box.
Click Save.