Issues Management Overview
Monitor issues by status and category with interactive statistics, recent issues tracking, and pending issues management.
Before You Start
Make sure you have:
- Access to issues management module
- Understanding of issue statuses and categories
- Appropriate permissions to view issues
- Site assignments configured
Issues Management Overview
The Issues Management Overview section provides comprehensive insights into all issues across your organization. It offers interactive statistics, recent issues tracking, and pending issues management to help you stay on top of problem resolution and organizational health.
Issues Statistics
Issues by Status
Interactive cards showing count of issues in each status provide immediate visibility into issue distribution:
- Open Issues: New issues that require attention
- In Progress Issues: Issues currently being worked on
- Completed Issues: Issues that have been resolved
- Can't Do Issues: Issues that cannot be completed
- Color-Coded Status: Visual borders and indicators for each status
- Click to Filter: Click on any status card to filter issues by that status
Issues by Category
Breakdown of issues by category type helps identify patterns and focus areas:
- Category Counts: Shows count for each issue category
- Category Types: Different types of issues (e.g., Safety, Quality, Maintenance)
- Visual Indicators: Clear visual representation of category distribution
- Click to View: Click to view filtered issues by category
- Trend Analysis: Identify which categories have the most issues
Recent Issues Section
Recent Issues List
Shows the last 5 issues with essential details for quick review:
- Issue Title: Clear identification of each issue
- Occurrence Date: When the issue was reported or occurred
- Status Indicators: Visual indicators showing In Progress/Completed status
- Quick Access: Click to view full issue details
- Priority Indication: Visual cues for issue priority
Recent Issues Features
- Last 5 Items: Shows most recent 5 issues
- Essential Information: Key details at a glance
- Status Tracking: Current status of each issue
- Quick Navigation: Direct access to issue details
- "View All" Link: Access to complete issues index
Pending Issues Section
Pending Issues List
Shows open issues requiring immediate attention and action:
- Open Issues: Issues that need to be addressed
- Issue Title: Clear identification of pending issues
- Occurrence Date: When the issue was reported
- Status Tracking: Current status of pending issues
- Quick Access: Direct navigation to issue management
Pending Issues Management
- Action Required: Clear indication of items needing attention
- Priority Highlighting: Emphasizes urgent issues
- Quick Resolution: Fast access to resolve issues
- Status Updates: Easy status updates for pending issues
- Assignment Tracking: Track issue assignments and responsibilities
Interactive Features
Click-to-Filter Functionality
- Status Filtering: Click on status cards to filter issues by status
- Category Filtering: Click on category cards to filter by category
- Quick Navigation: Direct links to filtered issue views
- Context Switching: Easy switching between different filters
- Filter Persistence: Filters remain active when navigating
Visual Indicators
- Status Colors: Color-coded status indicators throughout
- Category Icons: Visual icons for different categories
- Progress Tracking: Visual progress indicators for ongoing issues
- Hover Effects: Interactive hover states for better UX
- Priority Indicators: Visual cues for issue priority levels
Data Sources and Integration
Statistics Sources
- IssueStatus Model: Pulls data from IssueStatus model for status statistics
- IssueCategory Model: Pulls data from IssueCategory model for category statistics
- Real-Time Updates: Statistics update based on current data
- Permission-Based Filtering: Shows only data user has access to
- Site-Based Filtering: Respects site assignments and permissions
Recent Items Data
- Recent Issues: Last 5 issues with status information
- Status Information: Current status of each recent issue
- Date Information: When issues were reported or updated
- User Permissions: Filtered based on user's assigned sites and permissions
- Real-Time Data: Reflects current system state
Permission Integration
View Dashboard Permission
- Dashboard Access: Controls overall dashboard access
- Issues Visibility: Determines what issues are visible
- Statistics Access: Controls access to issue statistics
- Recent Items Access: Controls visibility of recent issues
Show Own Issues
- Personal Issues: Filters issues to user's assignments
- Assigned Issues: Shows only issues assigned to the user
- Responsibility Tracking: Tracks user's issue responsibilities
- Workload Management: Helps manage personal workload
Site Integration
Site-Based Filtering
- Assigned Sites: Respects user's site assignments
- Multi-Site Support: Works across multiple site assignments
- Site Group Support: Includes sites from assigned site groups
- Permission Respect: Only shows data from accessible sites
Site-Specific Data
- Site Issues: Issues specific to assigned sites
- Site Statistics: Statistics for assigned sites only
- Site Categories: Issue categories relevant to assigned sites
- Site Performance: Performance metrics for assigned sites
Performance Optimization
Efficient Data Loading
- Optimized Queries: Efficient database queries for issue statistics
- Lazy Loading: Statistics load asynchronously for better performance
- Cached Data: Intelligent caching for frequently accessed data
- Background Updates: Background data refresh for real-time updates
User Experience
- Fast Loading: Quick loading times for issue statistics
- Responsive Design: Optimized for different screen sizes
- Smooth Interactions: Smooth filtering and navigation
- Visual Feedback: Clear feedback for user actions
Best Practices
Dashboard Usage
- Regular Monitoring: Check issues dashboard regularly for updates
- Quick Actions: Use dashboard for quick access to pending issues
- Status Tracking: Monitor progress through status indicators
- Filter Usage: Use filtering to focus on specific issue areas
Issue Management
- Priority Management: Focus on high-priority issues first
- Status Updates: Keep issue status current and accurate
- Category Analysis: Use category breakdown to identify patterns
- Trend Monitoring: Monitor issue trends over time
Troubleshooting
Common Issues
- Empty Statistics: Check user permissions and site assignments
- Missing Data: Verify user has access to relevant issues
- Loading Issues: Ensure proper authentication and permissions
- Filter Problems: Check if filters are applied correctly
Data Accuracy
- Permission Issues: Verify user has appropriate permissions
- Site Assignment: Check user's site and site group assignments
- Data Filters: Ensure filters are applied correctly
- Real-Time Updates: Verify data is current and up-to-date
Important Notes
- • Click on any status or category card to filter issues
- • Recent issues show the last 5 items with current status
- • Pending issues require immediate attention
- • All data respects your permissions and site assignments
- • Statistics update in real-time based on current data
Quick Reference
- • Use status cards to filter issues by status
- • Use category cards to filter issues by category
- • Click on recent issues to view full details
- • Monitor pending issues for immediate action
- • Use "View All" link to access complete issues index