Assign, remediate, and verify quality issues
Issue lists record validation failures or manually registered issues. Issue data contains individual failed records. Review list handling and record handling separately.
Find and register issues
Filter Issues by status, name, system, and technical rule. Issue Details shows causes and history; Issue Data shows failures. For manual issues, enter a name, owner, description, and attachments, including impact and reproduction details. Export checked records or all query results.
Handle and assign issues
- Verify the rule, run, and failed data scope.
- Select an available action at the bottom of details based on status and responsibility.
- Reassign to a user with the required folder permissions.
- Distribute records to users or organizations, or use an Assignment plan.
- Fix source data, record the outcome, and update status.
The standard workflow includes Unprocessed, Received, Confirmed, Fixed, and Closed. The simplified workflow includes Unprocessed, Fixed, and Closed. Actions depend on owner and status. Reassignment and distribution can send notifications, subject to email configuration. Closing a list does not modify source data.
Verify remediation
- After closure, open Issue Verification; initial status is Not Verified.
- Quality tasks update issues to Verification Not Required, Failed, Partially Passed, or Passed.
- Query by name, organization, system, verification status, and technical rule.
- Inspect remaining failures in details.
- Where permitted, Reopen moves Closed issues back to Confirmed for further handling.
Unverified and fully passed issues cannot be reopened. Automatically generated primary keys prevent verification; review Technical rules.
Capture solutions
Add a solution from issue details, or use Knowledge Base > New, enter a document name and description, associate quality rules, and upload supporting material. Entries support viewing, editing, querying, and deletion. Capture reusable causes, handling steps, and verification.
Change column settings carefully
Authorized users can adjust column visibility, width, and order in Issues, Issue Verification, and Issue Data. Settings synchronize globally and affect other users.
Troubleshoot common issues
| Symptom | Action |
|---|---|
| Missing assignee | Check folder permissions |
| Closed but unverified | Check verification task execution and results |
| New issue each run | Check automatic primary keys |
| Partially passed | Inspect failed records and remediation scope |
| Missing action buttons | Check ownership, status, and workflow |