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Location: View  Problem
Prerequisites:
▪Reporting problems
Overview:
Through this menu, it is possible to perform quick and efficient searches for problem records saved in the system. It is important to note that the logged-in user will be able to view the problem data or perform other operations depending on the permissions granted in the security list of the type and problem.
Specific buttons:
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Click on this button to view the problem data screen selected from the list of records.
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Click on this button to view the flowchart of the problem selected in the list of records.
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Click on this button to analyze the search result through the OLAP analysis tool. In addition to the analyses in this menu (Instance, Activity and History), the visions created in this menu that were saved with the "Display in the menu where the vision was created" option checked will also be displayed.
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Click on this button to issue a report. Click on the arrow next to this button to verify the report options available for the menu in question. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, or searching for the parameters that may be used in the configuration of new reports.
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Click on this button to download the attachments of the problem selected on the main screen. If several instances are selected, a .zip file will be downloaded separately for each problem selected in the list of records.
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Click on this button to change the main screen layout to three quadrants. When this option is selected, the details of the problem selected in the list of records are displayed in one of the quadrants.
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Click on this button to change the main screen layout to two quadrants.
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Use the filters described below to locate the desired records through specific information. To use them, go to the Search filters panel and click on the  button to add advanced filters.
For more details on the Search filters panel and other view operations, refer to the "User guide  Views" section.
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Use this filter to select the attribute that will be displayed in the view result. The attribute will be presented as a column in the view list, allowing its value to be presented aligned with the problem.
To do this, click on the Add attribute in the result button and select the attribute associated with the process activity that automates the problem that you wish to search. To use more than one attribute in this search, just repeat this procedure.
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Select the Only favorites field to display only favorite records in the search result. For more information, refer to the "Search Filters View favorite records" section.
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Use the fields in this filter to locate the problems through information about their execution (instances). It is possible to find problems through the status of their execution (progress, suspended, canceled, etc.), the status assigned to their activities, and the status of their execution deadline (on time or past due). You can also find the problems through their ID # or title, department or name of their starter or requester, or even through the period in which the problem was started and/or closed.
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Use this filter to find problems that have a defined form. It is also possible to filter the search through a value filled in the form.
To do this, click on the Add field button and select the form associated with the activity of the problem that you wish to search. Then, select the specific field of the form, the operator and a value for it. In order to use more than one form field in this search, repeat the procedure described previously.
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Use this filter to find the problems that have a defined attribute. It is also possible to filter the search through a value filled in the attribute.
To do that, click on the Add attribute button and select the attribute associated with the problem activity that you wish to search. Then, select the operator and a value for it. To use more than one attribute in this search, just repeat this procedure.
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Use the fields in this filter to locate the problems through information about the cause associated with the problem. Define in the search whether the cause associated with the problem was the root cause or the potential cause, select the cause and/or select the department responsible for the cause.
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Use the fields in this filter to find the problems that have a defined association. In the Associated object field, it is possible to select the object that is associated with the problem that you wish to search: Article, Asset, Control, Document, Incident, Supply, Object, Occurrence, Action plan, Problem, Process, Product, Project, Risk, or Workflow. In the Associated record field, enter the name of the object that was associated with the problem that you wish to search. In case of Supply, Object, and Product objects, the fields that allow to view the problems through the number of these objects and or information about the traceability of the object, such as serial number, batch, characteristics, etc. will be presented.
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Use the fields in this filter to find problems through the associated survey information in the process that automates the problem. It is possible to find problems through the associated survey ID # or name; the user or team responsible for the survey; status of the survey execution (answer step or closed); period in which the survey was executed; the user, department, or position of the respondent; or even, through the email of the guest respondent.
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After filling in the required filters, click on the SEARCH button in the Search filters panel to search or press the ENTER key on your keyboard.
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