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Welcome to Whistic Support

Create Issues from Assessment

  • Updated

Table of Contents

Summary

Creating Issues is now a seamless part of the assessment process! Use the existing questionnaire review tags and then decide which of those tags to convert into Issues. We’ll do the heavy lifting of automatically populating as many of the Issue data fields as possible. 

Keep in mind, that you must have the Issue Management feature enabled. To learn more about that, please contact your Customer Success Manager. Additionally, this feature is available to the users with the following permissions:

  • Administrators
  • Review Vendor Assessments

Steps

Open a questionnaire from the Vendor's Assessment Activity and select Begin Review

  1. Select a question that you would like to review. A dialog box will open on the right side. 
  2. Issues can be automatically created from the following review tags, so you can select either option within the dialog box:
    1. Flag As Issue, or
    2. Needs Clarification.

  1. Write a comment and then select ‘Save’.
  2. Continue reviewing the questionnaire using the tags as needed.
  3. Once done reviewing, navigate to the top of the page and select the button Create Issues.

  1. A modal will appear. Here, you have the option to create Issues from any question with the review tags outlined in Step 2 above. You have the flexibility to select all or just some of the questions that were tagged.

  1. Once you are done selecting the Issue to be created, click Submit. It may take a moment to process the request. A message will confirm success. 
  2. Back on the Assessment page, you will see a few new options:
    • At the top, a button to View Open Issues. Selecting this option will open the Issue Tracking page, filtered to show only the open Issues from that particular Assessment. 

  • Alongside each question, there is a View Issue option. Selecting this will open the Issue view in a new tab. 

  • There is an additional filter option, View Issues. This will filter to display the Assessment questions with an Issue. 

FAQ

Can you tell me more about the issue fields?

  • Whistic will automatically populate as many of the Issue fields as possible. However, you will likely need to open each Issue to complete any remaining fields as necessary. Here are some of the fields that Whistic will populate:
  • The Issue Name is generated by linking the following values: [Questionnaire Name + Review tag + Question ID] - for example CAIQ Flagged Question 2.3.1
  • Issue Status is automatically set to Open
  • The Source fields are populated as follows:
    • Source Type: Questionnaire
    • Source Name: [Questionnaire Name]
    • Source Description [Question Text]

Additional Resources

  • Learn more about Issue Management - HERE
  • Learn about reviewing a questionnaire - HERE




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