Problems, concerns, and other topics of contention on a Project are officially captured and tracked in RedTeam as Issues.
Issues can be discussed on Meeting Minutes as well as tied to Dialog documents, like RFIs. When an Issue is resolved, it is Closed and automatically archived.
Although Issues are often unique to a specific Project, you do have the ability to create Default Issues which will be available to be added to to the Issues list of any Project in the database.
Add a Default Issue
Default Issues are those that will always be listed in the dropdowns for Dialog documents and Meeting Minutes, throughout every Project in the system. Issues added manually during a project will appear in the dropdowns for only those projects. They will not be added to the Default list. To add a new Default Issue, visit the Configuration Menu and follow the steps below.
Steps:
1. From Configuration, locate "Default Issues" (under the heading: Projects)
2. Click the New (+) icon
3. Enter a Name and Narrative (optional) for the Default Issue
4. Click "Save"
2. Edit a Default Issue
Problems, concerns, and other topics of contention on a Project are officially captured and tracked in RedTeam as Issues. Default Issues can be added to any Project in your database. 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 yet been used in a project. If it cannot be deleted, it can be de-activated by editing the issue and unchecking the "Active" box.
Steps:
1. From Configuration, locate "Default Issues" (under the heading: Projects) See Figure 1.
2. Locate the Default Issue you need to Edit and click the tools icon See Figure 2.
3. Click "Edit"
4. Modify the Issue Name and/or Narrative
5. Click "Save"