Issues can be created from a meeting record, informal consultation record, or directly from the Issues register. An issue can be linked to related records, such as stakeholders, engagement plans, parcels, agreements, consultations, and commitments, to help track and manage issue-related information.
This article covers:
Create an Issue
- Navigate to Issues in Stakeholder engagement
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Click on the '+ Create' button.
- On the Create an Issue form, enter all required information. You can also fill in any optional fields, as needed.
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General Information
- Title: Title of the issue
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Project: Select the project to which the issue belongs.
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General Information
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Geometry
- Definition of the geometry: Indicates how the geometry associated with the issue was created. For example, the geometry may be Imported, Calculated from Parcels, Defined by address or location, and Drawn/Entered Manually.
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Documents
- Documents: Upload related documents
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Links: Alternatively, you can provide the File name, URL, and Type of document.
- Click on the Save and view button.
ⓘ Note: As a superuser, you can add additional fields using the Fields Configuration ( ) icon.
View an Issue
- Navigate to Issues in Stakeholder engagement
- In the Issues list, hover over the issue for which you want to view details.
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Click the View button on the right-hand side of the page.
Edit an Issue
- Navigate to Issues in Stakeholder engagement
- Open the Issue you want to edit
- Click the Edit (pencil) icon in the upper-right corner of the general information page.
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Update the required information
- Click Save to apply your changes.
Delete an Issue
- Navigate to Issues in Stakeholder engagement
- In the Issues list, hover over the issue you want to delete.
- Click the Actions (...) button on the right-hand side of the page.
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Select Delete.
- Confirm the deletion when prompted.