Create an Issue Register

Issues don't always need to be thorny... follow the below steps to log them with ease ✌️

On this Page 📑

• What are we building? 
• How to build this
• The steps to success
• Further reading

Keep on track with a standard table ✔️

A standard table will make your issues easy to log and understand.

Without juggling several views, a simple grid makes it easy to enter and read data!

How to build this 🧐

We used a Standard Table, no fancy settings, just one grid containing:

1. Name- Text field, for a short and snappy title.
2. Description- Rich text, allowing for plenty of detail.
3. Issue Type- Single choice, letting us identify common themes in our issues.
4. Raised by- People and Groups, to identify the person who notes the issue, even letting us see if they are available to chat about it right now!
5. Date Raised- Date and Time, record the exact time this issue was noted.
6. Next Steps- Rich text, add methods for resolving the issue. 
7. Date Resolved- Date and Time, have complete visibility over time taken to resolve an issue, right down to the exact minute. 

How this could be improved 🤔

1. Add a Single Choice field for Severity or Impact, to highlight serious issues. 
2. Add a second view! Create an Issue Status field containing options, Open, Closed-Resolved etc. and use is to add a Board View for a quick overview of Issue Status.
3. Configure an Escalated To column using a People and Groups field, to tag important users.

The steps to success ⭐

The things you need to take to build an Issues Log like us:

1. Configure your Fields
   1. Administration
   2. Fields tile
   3. Create 
   4. Save
2. Build your table
   1. Administration
   2. Table tile
   3. Create
   4. Select your fields- reorder as necessary
   5. Create a Grid View in View Settings
   6. Save
3. Add to your Form
4. Add Form to Workflow
5. Done

Further reading 📖

To learn even more about how to create a Risk Table that works for you, please refer to our Admin Guides.