Important information Are you unable to perform the following steps? Perhaps you don't have the right role or user type. Please contact your organisation's Administrator or click here to read more about roles & user types.
When a user has created an issue, all users who have access can view the issues. This can be done both in the Dashboard and in the App. How to access the results is explained in this article.
App
Dashboard
Viewing issues from the start screen
1. Click on Notifications
2. Click on the desired filter
a. Statuses - Open & In progress
b. Assigned to - select from the overview of employees with a notification in their name
c. Type - the type of notification
View issues from one customer, object or unit
1. Click on Objects
2. Select the desired object
3. Navigate to Issues
4. Swipe from right to left to go to the desired notification
Please note In the Dashboard you can also see the closed Issues, this is not possible in the App. In the App you can only view the Issues with the status Open or In Progress.
View notifications in the Dashboard
In the Dashboard, you can view your Issues in two different ways. To do so, follow the steps below.
View all issues within your group
1. Click on Issues in the menu bar
2. Select the desired Period
3. Choose your Issue type
4. Choose the desired status of the issue: Open, Closed or In progress
View notifications from one Client, Object or Unit
1. Click on Issues in the menu bar
2. In the overview, click on the desired entity; this can be the customer, object or unit
3. In the local navigation on the left, click on Issues to navigate to the issues of the desired entity.
a. Select the desired Period
b. Select the desired Issue type
c. Choose the desired Issue Status: Open, Closed or In progress
Tip - When you click on an issue from the overview, the details of the issue are shown. This is where you can find all the information that has been added. Examples are the actions and the pictures that have been added. - When you open the Issue, you can now also see here when the Issue was created and possibly closed.
Exporting Issues from the Dashboard
To export the Issues from the Dashboard, follow steps 1 through 3 listed above.
4. Click on Download
A CSV file will be downloaded.
Convert CSV to Excel
The export of issues is available in CSV format, Comma Separated Values. A CSV file contains data separated by commas. Special characters, such as á, ô or ü (UTF-8 characters) are not supported by default when opening CSV files in Excel. Below is an explanation of how to convert the CSV file to a readable format in Excel.
1. Open Excel
2. Click on Data
3. Go to Get & Transform Data and click on From Text/CSV
4. Navigate to file and click Open
5. Change File Origin to 65001: Unicode (UTF-8)
6. Check that the Delimiter is set to Semicolon
7. Click on Transform Data
8. Then click Close and Load
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