In this topic
Issues provide a way to organize documents by associating them to case facts, events, matters, topics, or subjects relevant to a case, as defined by the administrator or group leader. Use the Issues page to create and structure the issues of a case in a hierarchy and to organize documents by issues. Only an administrator or group leader can configure issues for a case.
You can create the following types of issues:
●Parent issues: Also known as top-level or root issues. You can set group permissions for parent issues only.
●Child issues: Child issues inherit permissions from their parent issues.
Depending on your user category, group access, or content access, you can perform the following tasks:
●View an issue and its child issues
●View documents coded to issues
●Create an issue
●Set security for an issue
●Edit the properties of an issue
●Grant administrative access to issues
●Download an issue
●Delete an issue
Use the following procedure to view all top-level parent issues in a case.
●On the Case Home page, under Case Setup, click Issues.
When you first open the Issues page, Ringtail displays all top-level parent issues as well as their number of child issues. Click a parent issue to display its child issues in a tree hierarchy. Expand and collapse the nodes to view the issues. You can filter and sort this list as required.
Use the following procedure to view child issues.
1.On the Case Home page, under Case Setup, click Issues.
2.To view child issues, click the Name of the parent issue.
3.To select an issue and all of its child issues, select the check box next to that issue. If you select a parent issue that has 100 or fewer child issues, all child issues appear automatically.
4.To select all issues, select the check box next to the Name column label on the Issues page.
5.To collapse or expand rows on the Child Issues page, click the plus or minus signs to the left of the issue name.
Note: As you select issues to view, a breadcrumb trail appears below the navigation bar. Use the breadcrumb trail to track your position on the Issues page.
Use the following procedure to view the documents that are coded to issues.
1.On the Case Home page, under Case Setup, click Issues.
On the Issues page, the following columns appear:
oDocuments: The number of documents that are coded to the parent issue.
oChild issues: The number of child issues.
oChild issues documents: The number of documents that are coded to a parent issue or any of its child issues.
Note: The document counts do not respect document security, so if your group does not have access to all documents, you may see fewer documents on the Documents page than indicated by the number in the column.
2.To open the documents that are coded to issues, select from the following:
oTo open the documents that are coded to a parent issue, click a number in the Documents column.
oTo open the documents that are coded to a parent issue or any of its child issues, click a number in the Child issues documents column.
oTo open the documents that are coded to a specific child issue, click the name of a parent issue. On the Child issues page, click a number in the Documents column.
Note: If your group does not have permissions to access the parent issue, the number is not a link.
The documents open on the Documents page.
To create an issue, you can add parent as well as child issues. You can create as many parent and child issues as required. Add child issues to a parent issue, and add subissues to child issues. A child issue or subissue inherits all permissions from its top-level parent. A new child issue adds to the child issues count of the parent issue.
Use the following procedure to create issues with parents, child issues, and subissues.
1.On the Case Home page, under Case Setup, click Issues.
2.Click Add.
3.Type a Name and Description for the issue.
Tip: Depending on the issue name, you can allow duplicate documents to inherit coding values from a master document. For more information about master and duplicate documents, see Allow duplicate documents to inherit coding values from master documents.
4.Click Save.
5.To add a child issue, click the name of the top-level parent issue.
6.On the Child Issues page, click Add.
7.Type a Name and Description, and then click Save.
8.To add a subissue to a child issue, click the Add Issue button in the row for the child issue.
9.Type a Name and Description, and then click Save.
10.Use the breadcrumb trail on the navigation bar to return to the issue or child issue. The number of child issues appears in the Child Issues column.
Note: If the parent node is collapsed, expand it to show the newly created child issue.
11.Set the security for the parent issue. For more information, see Set security for issues.
You can set security for top-level parent issues. The permissions that you set for a parent issue apply to all of its child issues. You cannot set permissions for child issues.
By default, the security setting for new issues is set to Deny.
Use the following procedure to set security for issues.
1.On the Case Home page, under Case Setup, click Issues.
2.Click the name of the parent issue.
3.In the navigation pane, click Security.
4.Depending on which groups you want to set security for, do the following:
oTo change the security for a user group, hover over the row for the group, and then select an option.
oTo change the security for all user groups, select an option in the heading row. Then click OK.
The following security settings are available.
Permission |
Description |
Deny
|
Denies the group access to the issue. |
Allow
|
Allows the group access to the issue. |
Write
|
Allows the group to edit the issue. |
You can rename a parent or child issue or its description if you have proper permissions for that issue as well as administrative access to issues. Use the following procedure to edit properties for parent or children issues.
1.On the Case Home page, under Case Setup, click Issues.
2.Click the name of the parent issue.
3.In the navigation pane, click Properties.
4.Change the Name or edit the Description, and then click Save.
5.Click Child Issues.
6.Click the Name of the child issue.
7.Change the Name or edit the Description, and then click Save.
To allow group leaders to manage the properties or security for issues, administrators must grant administrative access to issues. For information about how to grant group leaders administrative access to issues, see Administrative access.
You can download data for one or more issues. Ringtail downloads the data to a .csv file, which you can open in Microsoft Excel or a text editor. When you download a parent issue, you also download all of its child issues. You can only download issues for which you have permissions.
Use the following procedure to download issues.
1.On the Case Home page, under Case Setup, click Issues.
2.Select the check box next to the issues to export.
Note: If you do not select any issues, Ringtail downloads all issues by default.
2.Click Download report, and then click OK.
4.Open or save the issue report.
If you have permissions for a top-level parent issue, you can delete the issue and all of its child issues and subissues. When you delete an issue, all coding to the issue and its child issues is deleted. This includes coding on documents in a locked production or coding hidden from the user's groups.
Use the following procedure to delete a parent issue.
Note: Only case administrators can delete issues. When an issue is deleted, Ringtail removes the issue and all of its coding from the system, including from all locked productions.
1.On the Case Home page, under Case Setup, click Issues.
2.Select the check box next to the parent issue. Selecting a parent issue also selects all of its child issues.
3.Click Delete.
4.If the issue has documents coded to it, click View documents in the Delete issues dialog box to view the number of documents that are coded to the issue.
5.Click OK.
If an issue cannot be deleted, a red triangle appears on the Issues page.
Use the following procedure to delete a child issue.
1.On the Case Home page, under Case Setup, click Issues.
2.Click the name of a parent issue.
3.On the Child Issues page, select the check box next to one or more child issues.
4.If the issue has documents coded to it, click View documents in the Delete issues dialog box to view the number of documents that are coded to the issue.
5.Click OK.
