• Risks can be monitored either from the related Project’s inside or from Risk Management table, which brings all Risks from multiple Projects.
• Actions can be monitored either from the related Project’s inside or from the Actions unit, which brings all Actions from multiple Projects.
• Lessons Learned can be monitored either from the related Project’s inside or from Lessons Learned unit, which brings all Lessons Learned from multiple Projects.
• RAG Status Parameters setup is described in Projects (Project Scheduling).

Risks in a Project

1. Go to Modules Menu Icon > Project Management > Projects.
2. Enter the Project you wish from the list of Projects.
3. Click on the Risks tab.
4. To create a new Risk, press the + icon and:
   • Fill in the Status, Description and the Date that the risk is Opened.
   • Continue adding Impact and Probability on it. Selecting specific options from these lists will bring a Colour status on the Risk entity later.
   • Add the Proposed Action, Workstream and select the Owner of this Risk, if any.
   • Later on, on this Project, you may want to add the Date Closed, Reason Closed, Next Review Date or add some Mitigation/Comments.
   • Click on Save to save the new Risk, on Save and New to save this and start creating another one. Choosing to Save and Notify, Risk will be saved and you could send Note-Notification upon its creation not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.
5. To edit a Risk, click on it from the list of Risk entities and press the pencil button. Adjust the information you wish and then press Save to save the Risk changes. Choosing to Save and Notify, Risk will be saved and you could send Note-Notification upon its edit not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure. 
6. To delete a Risk, multi-check Risks, so as to Delete
7. To export Risks, multi-check them.
8. Alternatively, you may (multi)-check Risk and directly convert into Issue, by pressing Move to Issue.

Risks in multiple Projects

1. Go to Modules Menu Icon > Project Management > Projects and press the Actions button and select Risk Management. Alternatively, navigate to Application Menu Icon > Projects> Risk Management > Risks.
2. Here are displayed all Risks from all Projects that you are a Project Manager/Supervisor and you have access on.
3. To create a new Risk on a Project, press the + icon:
   • Select a specific Project from the list.
   • Fill in the Status, Description and the Date that the risk is Opened.
   • Continue adding Impact and Probability on it. Selecting specific options from these lists will bring a Colour status on the Risk entity later.
   • Add the Proposed Action, Workstream and select the Owner of this Risk, if any.
   • Later on, on this Project, you may want to add the Date Closed, Reason Closed, Next Review Date or add some Mitigation/Comments.
   • Click on Save to save the new Risk, on Save and New to save this and start creating another one. Choosing to Save and Notify, Risk will be saved and you could send Note-Notification upon its creation not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.
4. To edit or manage a specific Risk that is added on a Project, enter it from the list of Risks, and:
   • Edit a Risk by pressing pencil button, adjust fields and press Save to save the Risk changes. Choosing to Save and Notify, Risk will be saved and you could send Note-<Notification> upon its edit not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.
   • Click on Actions button to perform one of the following:
     • Delete the Project Risk. A confirmation message appears.
     • Print the current tab view with Project Risk information.
     • Link with another Comidor entity, e.g. a Project, an Event, etc. Learn more about how to add a Link in Data Management.
     • Send Note-Notification about this Risk not only to users but also to external recipients via email.
     • Move to issue, so as to convert quickly a risk into Issue on that Project.
   • Press Tags tab, to add a new Tag on that Risk that it may be private, group, internal or public. From this point, you can also manage old tags that have been added on that Risk.
   • Press Links tab, to see already added Links or add a new Link with another Comidor entity. Check Data Management for more. Press Activity History tab, to track changes or Unlink and added Link.
5. To manage multiple Risks at once, multi-check them and then:
   • Delete A confirmation message will appear.
   • Link with adding a new Link with another Comidor entity. Press in Links to Unlink an added Link.

Issue Logs in a Project

1. Go to Modules Menu Icon > Project Management > Projects.
2. Enter the Project you wish from the list of Projects.
3. Click on the Issue Logs tab.
4. To create a new Issue Log, press the + icon and:
   • Fill in the Status, Description and from whom this has Raised by.
   • Continue with Date Opened, Severity Rating, and Due Date.
   • Later on, you may fill in the Impact, Date Closed and add some Comments.
   • Click on Save to save the new Issue Log, on Save and New to save this and start creating another one. Choosing Save and Notify, Issue Log will be saved and you could send Note-Notification upon its creation not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.
5. To edit an Issue Log, click on it from the list of Issue Log entities and press the pencil button. Adjust the information you wish and then press Save to save the Issue Log changes. Choosing Save and Notify, Issue Log will be saved and you could send Note-Notification upon its edit not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.
6. To delete an Issue Log, multi-check Issue Logs, so as to Delete.

In case you have set a RAG Status parameter set for Open Issues, RAG Status will change upon the specified criteria.

Assumptions in a Project

1. Go to Modules Menu Icon > Project Management > Project.
2. Enter the Project you wish from the list of Projects.
3. Click on the Assumptions tab. 
4. To create a new Assumption, press the + icon and:
   • Fill in the Assumption.
   • Then, add the Date Recorded.
   • Add the Workstream and select from whom this Assumption has Raised by.
   • Finally, add the Impact Description and some Comments.
   • Click on Save to save the new Assumption, on Save and New to save this and start creating another one. Choosing Save and Notify, Assumption will be saved and you could send Note-Notification upon its creation not only to users, but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.
5. To edit an Assumption, click on it from the list of Assumptions entities and press the pencil button. Adjust the information you wish and then press Save to save the Assumption changes. Choosing Save and Notify, Assumption will be saved and you could send Note-Notification upon its creation not only to users, but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.
6. To delete an Assumption, multi-check Assumptions, so as to Delete.

Customer Complaints in a Project

Customer Complaints can be matched with an Action.

1. Go to Modules Menu Icon > Project Management > Projects.
2. Enter the Project you wish from the list of Projects.
3. Click on Customer Complaints
4. To create a new Customer Complaint, press the + icon and fill in the Basic Info:
   • First, add a short Description and the Category of this Customer Complaint.
   • Then, complete the Date Opened and the Owner of this Customer Complaint.
   • Impact and Priority of this Customer Complaint can be added.
   • Date Closed can be added later.
   • Customer Complaints can be matched with an Action.
   • Click on Save to save the new Customer Complaint, on Save and New to save this and start creating another one. Choosing to Save and Notify, Customer Complaint will be saved and you could send Note-Notification upon its creation not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure. When a new Customer Complaint is added, a System-Notification will be sent to the Project Manager.

    

5. To edit a Customer Complaint, click on it from the list of Customer Complaints entities and press the pencil button. Adjust the information you wish and then press Save to save the Customer Complaint changes. Choosing to Save and Notify, Customer Complaint will be saved and you could send Note-Notification upon its edit not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.
6. To delete a Customer Complaint, multi-check Customer Complaints, so as to Delete.

Actions in a Project

1. Go to Modules Menu Icon > Project Management > Projects.
2. Enter the Project you wish from the list of Projects.
3. Click on the Actions tab.
4. To create a new Action, press the + icon:
   • Fill in the Status, Description and select from whom the Action is Raised by.
   • Continue adding the Date Opened and the Due Date.
   • Then, add Impact on it.
   • Later on, on this Project, you may want to add the Date Closed, Severity Rating, and add some Comments.
   • Click on Save to save the new Action, on Save and New to save this and start creating another one. Choosing to Save and Notify, Risk will be saved and you could send Note-Notification upon its creation not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.
5. To edit a Risk, click on it from the list of Actions entities and press the pencil button. Adjust the information you wish and then press Save to save the Action changes. Choosing Save and Notify, Action will be saved and you could send Note-Notification upon its edit not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.
6. To delete an Action, multi-check Actions, so as to Delete. 

Actions in multiple Projects

1. Go to Modules Menu Icon > Project Management > Project Actions.
2. Here are displayed all Actions from all Projects that you are a Project Manager/Supervisor or you have access on.
3. To create a new Action on a Project, press the + icon and:
   • Select a specific Project from the list.
   • Fill in the Status, Description and from who this is Raised by.
   • Continue adding the Date Opened and the Due Date.
   • Then, add Impact on it.
   • Later on, on this Project, you may want to add the Date Closed, Severity Rating, and add some Comments.
   • Click on Save to save the new Action, on Save and New to save this and start creating another one. Choosing Save and Notify, Action will be saved and you could send Note-Notification upon its creation not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.
4. To edit or manage a specific Action that is added on a Project, enter it from the list of Actions, and:
   • Edit an Action by pressing pencil button, adjust fields and press Save to save the Action changes. Choosing Save and Notify, Action will be saved and you could send Note-Notification upon its creation not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.
   • Click on Actions button to perform one of the following:
     • Delete the Project Action. A confirmation message appears.
     • Print the current tab view with Project Action information.
     • Link with another Comidor entity, e.g. a Project, an Event, etc. Learn more about how to add a Link in Data Management.
     • Send Note-Notification about this Action not only to users but also to external recipients via email.
   • Press Tags tab, to add a new Tag on that Action that it may be a private, group, internal or public. From this point, you can also manage old tags that have been added on that Action.
   • Press Links tab, to see already added Links or add a new Link with another Comidor entity.

5. To manage multiple Actions at once, multi-check them and then:
   • Delete A confirmation message will appear.
   • Link with adding a new Link with another Comidor entity. Check Data Management for more.

Lessons Learned in a Project

1. Go to Application Menu Icon > Projects> Projects.
2. Enter the Project you wish from the list of Projects.
3. Click on the Lessons Learned tab.
4. To create a new Lesson, press the + icon and:
   • Fill in the Category and the Recommendation.
   • Continue adding Impact on it.
   • Match this Lesson Learned with an Issue Name, if applicable.
   • Add the Problem/Success
   • Choose who to Notify from the Groups list.
   • Click on Save to save the new Lesson, on Save and New to save this and start creating another one. Choosing Save and Notify, Lesson will be saved and you could send Note-Notification upon its creation not only to users , but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.
5. To edit a Lesson, click on it from the list of Lesson entities and press the pencil button. Adjust the information you wish and then press Save to save the Lesson changes. Choosing Save and Notify, Lesson will be saved and you could send Note-Notification upon its edit not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.
6. To delete a Lesson, multi-check Lessons, so as to Delete them.

Lessons Learned in multiple Projects

1. Go to Modules Menu Icon > Project Management > Lessons Learned.
2. Here are displayed all Lessons Learned from all Projects that you are a Project Manager/Supervisor or you have access on.
3. To create a new Lesson Learned on a Project, press the
   • Fill in the Category and the Recommendation.
   • Continue adding Impact on it.
   • Add the Problem/Success
   • Choose who to Notify from the Groups list.
   • Click on Save to save the new Lesson, on Save and New to save this and start creating another one. Choosing Save and Notify, Lesson will be saved and you could send Note-Notification upon its creation not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.

5. To edit or manage a specific Lesson Learned that is added on a Project, enter it from the list of Lessons Learned, and:
   • Edit a Lesson Learned by pressing pencil button, adjust fields and press Save to save the Lesson Learned changes. Choosing Save and Notify, Lesson Learned will be saved and you could send Note-Notification upon its edit not only to users but also to external recipients via email. Alternatively, click Cancel to cancel the procedure.
   • Click on Actions button to perform one of the following:
     • Delete the Project Lesson Learned. A confirmation message appears.
     • Print the current tab view with Project Lesson Learned information.
   • Press Tags tab, to add a new Tag on that Lesson Learned that it may be a private, group, internal or public. From this point, you can also manage old tags that have been added on that Lesson Learned. Putting Tags in Lesson Learned may help you in grouping them, filtering and finally find them easier.
   • Press the Activity History tab, to track changes.
6. To manage multiple Lessons Learned at once, multi-check them and then Delete. A confirmation message will appear.

The post 7 – Projects (Risk Management and Lessons Learned) appeared first on Comidor Low-code Automation Platform.

• Issues can be monitored through the Workbench and Process Dashboard.
• Repetitive issues can be created, re-used, and monitored from Process Scheduling.
• Easily create issues templates in Process Templates to re-use them quickly.
• Notify yourselves or your team of a specific action upon an issue with Notification Scenarios.
• Automate standardized Issues procedure with Workflows.

Create an Issue

In order to access Issues, go to Packages Icon > Process Orchestration > Issues. A new Unit Action Tab appears with the name Issues in the Active Units Bar.

Start with creating a new process by clicking on the ‘+’ sign in the Unit Title Bar. A new form appears.

1. Fill in the Title of the Issue and the Basic Info of the Issue, as below:
   • Category: Search for a Process Category and select it or add a new one. See how to add Categories in Data Management.
   • Assigned to: Click on the Assigned to field in order to see Comidor Users and Groups. You can assign this Issue to as many people or groups as you wish. This means that the people you will select here, are those who will be responsible for this process completion.
   • Select Priority (Low, Normal, High, Top) of the Issue.
   • Then, you should set the scheduling of the Issue. Execution details will be filled in after the Issue starts.
   • Moreover, you can Link this Issue with a related Account and a Workflow.
2. In additional info, you have to complete the following fields:
   • Category: Which is the 2^nd categorization of Issues
   • Responsible Group, which is the group from Organizational Chart, which owns accountability of the Process (Issue)
   • Select Importance (Normal, High, Top)
   • When Region code is set up in Regional Settings, suggested calculated hours give the timeframe of the working hours between scheduled start and end, excluding public holidays, etc.
   • You can also link the issue with either a Parent process, a Contact, personnel, or a Service
3. Set users that will be Administrators and Issue’s Supervisor. Practically, this means that these users will have access to this Issue, even if you have not added them in the Basic Info above.
   • Send notification to: Fill in Comidor Users and Groups, you wish to receive a notification when someone commented on this Issue.
   • Additional access: People or/and Groups that should have access to this Issue, without being necessary to act upon it.
   • Change rights: People or/and Groups that could edit this Issue details in the future. “Everyone” is set by default. This means that everyone who has access to this Issue will have the right to modify it.
4. You may want to add Location Details, such as Country, Address, and City information.
5. Complete an Issue Description, in order to give further details to people who will work on its resolution.
6. The status field will be later filled when the process starts. In case, that the Issue has already started, make sure you will complete these fields as well.
   • The state will be set automatically as Created when the Issue will be created. You may change this later as Confirmed, Scheduled, Running, Completed, Canceled, Paused, or Failed. Issue State will alter to Running and Completed automatically on the scheduled start and end dates and times, respectively, provided that you had check Execute automatically field above.
   • Start and End Dates & Times are the execution actual start and end dates and times. You will see them when the Issue starts and finishes.
   • Completed (%) is the percentage of Issue completion and should be added and managed manually by the Issue.
7. The estimated workload, is the actual Issue duration, in hours. Calculated hours will appear only if the Region Code field with Regional Settings is selected. In the Process view, the Actual Workload will be calculated based on the Tasks’ duration sum. In terms of each Process Performance measurement, you may connect a KPI (Objective) with this specific Process (Issue).
8. Finally,  click on Save to save the Issue, on Save and New to save this and start creating another one, on Save and notify when you need to save but also send a Notification message to appropriate people or cancel to cancel the procedure. Create from template option is available when you have already added an Issue in Process Templates Unit in Automation-this will help you have ready-to-start Issues with specified people participating in them.

Edit and Monitor an Issue

In order to access Issues, go to:

• Packages Icon > Process Orchestration > Issues.
• A new Unit Action Tab appears with the name Issues in the Active Units Bar.
• As a result, users can edit and monitor it through Process Dashboard and Workbench units, too.
• Click on an Issue from the list view in order to enter and manage it.

A new Unit Action Tab appears with the name of the Issue in the Active Units Bar.

1. Click on the pencil button to edit the Issue details.

Edit button only appears to people who have been added in the Change Rights field of an Issue.

Apply any change, as explained above in Create an Issue above and click on Save or Save and Notify depending on whether you would like simply to save or send a Notification message as well while applying changes.

2. Then, click on the Actions button to open a list of actions.

• • The refresh button gives an instantly updated view of this Issue.
  • Select Delete to delete this Issue. A check pop-up window appears.
  • Click on Print whether you need to print this Issue view. A new tab opens in the web browser. Click on Ctrl+P to Print. (Changes may apply in different browsers)
  • Click on Link with in order to Link this Issue with any Comidor entity (another process, account, contact, project, opportunity, etc.). A pop-up window appears.
  • Click on Notify in order to Notify a person or group of people regarding this issue. Watch out to Notify someone that has access to this Issue.
  • Also, you can create a Duplicate Issue based on this one.
  • Print notes added on the discussion board of this Issue. Pop-up appears prompting you to select a timeframe of notes to report you are about to see/print.
  • Make a copy in process Scheduling will copies this Issue in Process Scheduling unit, in the order you to be able to re-schedule it for the near future with repetition or not.

3. Change the Issue state simply by clicking on the state button on the top right. Then select the state of the Issue.
   • Select either Confirmed or Scheduled in order to verify and schedule respectively the Issue that is about to start. A new pop-up window appears, where you can now set a different start time and date or take as granted the suggested time and date. Click on Save. Select Running and a new window appears, where the user can set the execution time, and then, the Issue state will change.
   • Select Paused in order to pause an Issue for some time. A new pop-up window appears and the user can see the update in execution information.
   • Click on Failed, when a user has failed to complete an issue, update start and end dates and times, duration (suggestion of tracked or computed duration are available), and quantity, and click on Save. See the update in Issue execution information.
   • Click on Canceled on an Issue that you have canceled, update start and end dates and times, % of completion, duration (suggestion of tracked or computed duration are available), and quantity, and click on Save. See the update in Issue execution information.
   • Click on Completed to set an Issue as complete. Update start and end dates and times, duration (suggestion of tracked or computed duration are available), and quantity and click on Save. See the update in Issue execution information.
4. If the Issue is driven based on a specific Workflow, then under workflow tasks, you can monitor in which stage of the process the issue is currently on and which stages are the next ones. Make sure, you have selected the workflow when creating a particular issue.

1. Click on Subprocesses at the side-box, in order to see all the processes that are included in the main issue.  You can easily create a new sub-process, by clicking on the ‘+’ button. A new window appears and you have to fill in all the required fields. Click Save to proceed, or Cancel to discard the changes you have made.
2. Click on Notifications at the side-box to see all the sent Reminder – notifications regarding this specific Issue. The notifications may refer to Issue completion, Issue start, Issue delay, or time before its start. You can see these notifications’ dates and times sent, whether you have read and removed them, too.
3. If you have linked a workflow to this specific Topic, you can get real-time information regarding the Workflow Tasks that have been created and/or completed so far and the workflow run diagram in the respective tab. Also, you can monitor all actions that have taken place in the Workflow audit tab. Important information you can get at this point is:
   • The server that calls the action
   • Object Name
   • Previous Stage
   • Path Description and Condition
   • Change Info
   • Created and Modified by whom
   • Creation and Update dates
4. Last, you can click on Tags and Links in order to give a Tag on this Issue and Link it with other Comidor entities such as Accounts, Contacts, Projects, Opportunities, Messages, Files, etc.

Add Tasks & Files in an Issue

Task setting is necessary to schedule work that should be performed by multiple people and groups. Add a quick Task by clicking on the Related Tasks tab in the Forms Menu and then at ‘+’. The ‘+’ is visible only when the Issue is Running.

A new form opens. At this point, you can create multiple Tasks, enter and monitor them from this point. Click on the refresh button, in order to instantly see all new-added tasks in the form.

Also, you can easily upload related files straight from your Desktop or by clicking on to attach a File URL. Click on an already uploaded file to Open it (downloading and previewing of current and previous versions are available), Rename it, or Delete it.

Discuss below an Issue

Users that have the right to view an Issue (Users and Users in Groups that are selected in the fields of Issue: Assigned to, Supervised by, Additional access, Administrator, Administrator 2, and Supervisor) can also read any discussion that occurs inside that Issue in Notes.

• Simply add a Comment using a simple or enriched HTML Editor (Open editor).
• Users can click on Refresh to see new comments; click on Show More or Show Less to see the number of comments they wish.

Only people and people in groups that are added in the “Send Notification to” field receive notifications in the Notifications Bar about these comments.

Add Project Requirements inside an Issue

Furthermore, users that have the right to view an Issue can also add Requirements of this Issue, in case this is relevant to a Project.

• Click on the + to add a new Requirement that may refer to a specific Project. A pop-up appears, where you may click on to select an already created project, set up a Title for the requirement, add the Code that refers to the Autonumber (per project), the Project Code, and the Date, choose Category, attach any documents from your Files and write down a Description. Press Create to proceed.
• Alternatively, select an already set Requirement that exists inside a Project, to attach it here in that Issue, by pressing. A pop-up appears, prompting you to select one from the already-added Requirements and click on Link.
• Being in the table of Requirements, you can Refresh the table to see the latest Requirement information; if it is fulfilled or not, its Code, Title, and in which Project has been set.

Massive Issues actions

1. From the Packages Icon, go to Process Orchestration> Issues. A new Unit Action Tab opens with the name Issues.
2. Then, in the List view of Issues, check multiple Issues, and perform actions upon them.
   • Select multiple Issues and click on Delete to delete many Issues in one move. A check message appears in a pop-up window prompting you to be specific and check what Issues (and their sub-processes) you would like to delete. Choose between “Yes, delete all”, “Yes, but just those selected”, “No”.
   • Select multiple Issues and click on Link with to Link the Issues with a Comidor entity, such as another Process, Opportunity, Survey, Project, Account, Contact, Message, File, etc. or select Tag to apply multiple tags at once.
   • Select Print notes added on the discussion board of these Issues. Pop-up appears prompting you to select a timeframe of notes to report you are about to see/print.
   • Select multiple Issues from the list and click on Change state. A new pop-up window appears. Click to expand the list, select one state and click on Ok. Changes will occur.
   • Select multiple Issues from the list and click on the Change category. A new pop-up window appears. Click to expand the list, select one business category, and click on Ok. Changes will occur.
   • Select to Make a copy in Process Scheduling, to copy this Issue and transfer it to Process Scheduling unit, where you can set a repetition for it.
   • Click to Create Requirements for the selected Issue(s). A pop-up appears asking you to select an already added Project from your list, set up a requirement Code and then, a category for the Requirement.
   • Finally, click on Change Priority, to change the priority of the issue

Print and Export multiple Issues

In the Issues, the main view, click on the Actions button and select between Export or Print buttons in order to export or print the list of the Issues that you are viewing at that moment or all. You can also Update durations

Make sure prior to this action that you are viewing the searched or filtered or all Issues after you have sorted them and/or grouped them by the way you wish. Check Data Management options for more information about all these options below.

The post Issues (Issue Management) appeared first on Comidor Low-code Automation Platform.