Add an Issue Type to a Case

You add an issue type to a case so that you can apply the issue to page and line references in a transcript.

You can add an issue type to a case using any of the following methods:

  • Issues Explorer

  • Issues Applicator

Issues Explorer

To add an issue type from the Issues Explorer, open a case and follow the steps below:

  1. Open the Issues Explorer.

    If the explorer is hidden, you can use the Explorer dropdown in the main menu to view it.

  2. Click the Add button in the explorer.

    3. The Add Issue dialog appears.

  3. Fill in the information for the issue.

    4. Enter the following information in the Add Issue dialog:

    • Name - The name to identify the issue.

    • Description - A short description that briefly explains the issue type.

    • Shortcut - The shortcut keys to apply the issue to a transcript. (See Apply an Issue to a Transcript for more information on this procedure.)

    • Tooltip - A short phrase to help describe the issue or its purpose.

    • Color - The color assigned to help identify the issue when it appears in a list or a transcript.

    • Parent - The issue type can be set as a parent issue (i.e. first-level issue), or set as a sub-issue of another issue type already part of the case.

    With the information filled in, you can move on to the next step.

  4. Click the Save button.

    5. There are two save options for your convenience:

    • Save - Saves the issue, does not close the dialog, and clears the fields so you can create another issue right away.

    • Save & Close - Saves the issue and closes the Add Issue dialog.

    When an issue type is added to a case, it appears in the Issues Applicator.

Issues Applicator

To add an issue type using the Issues Applicator, open a transcript in a case and follow the steps below:

  1. Open the Issues Applicator in the Auxiliary section of the Transcript Work Area ribbon bar.

    2. The Issues Applicator appears.

  2. Click the Add button in the applicator.

    3. The Add Issue dialog appears.

  3. Fill in the information for the issue.

    4. Enter the following information in the Add Issue dialog:

    • Name - The name to identify the issue.

    • Description - A short description that briefly explains the issue type.

    • Shortcut - The shortcut keys to apply the issue to a transcript. (See Apply an Issue to a Transcript for more information on this procedure.)

    • Tooltip - A short phrase to help describe the issue or its purpose.

    • Color - The color assigned to help identify the issue when it appears in a list or a transcript.

    With the information filled in, you can move on to the next step.

  4. Click the Save button.

    5. There are two save options for your convenience:

    • Save - Saves the issue, does not close the dialog, and clears the fields so you can create another issue right away.

    • Save & Close - Saves the issue and closes the Add Issue dialog.

    When an issue type is added to a case, it appears in the Issues Applicator.

 

Related Topics

Overview: Issues

Edit an Issue Type