Track alliance issues

The Issue Management feature provides a centralized, structured place for identifying, tracking, and resolving issues related to alliances. For Risk Management, see Track alliances risks.

Overview

Plan availability: Advanced (available with Alliance Management)
Please contact your CSM at Inpart to enable this feature on your Deal space.
Required user role: Manager/Contributor

The Issue Management feature includes ownership assignment, progress tracking, and seamless integration with alliance data, all while ensuring compliance with contractual obligations. 

Important: You can only see issues related to alliances you have access to in Deal.

What's inside issues

• Issue owner
  The issue owner is the person responsible for the resolution of the issue. Only Deal Manager users can be issue owners. 
  
• Issue assignees
  Assignees are other Deal users (Managers or Contributors) who will contribute to managing and resolving the issue. With this role, Manager users can edit all information, whereas Contributor users can only add comments in the Notes section. 
  
• Issue priority level
  Issues have four possible default priority levels: Low, Medium, High, and Critical. These priority levels help you quickly filter and identify which issues need your attention.
  
• Details section
  This section contains the key information about the issue:
  • The related alliance and partner organization.
  • The issue type (e.g., Financial, Legal, Governance...).
  • The description of the issue with the option to attach files to the text (files can't be previewed in the application, but can be downloaded).
  • The territories impacted.
  • The time elapsed since the issue was reported (calculated from the date entered in the Date reported field below).
  • The proposed resolution plan with the option to attach files to the text.
  • The target resolution date.
  • The date when the issue was reported.
• Activity stream
  The activity stream records all the major changes made on the issue page over time. Information such as previous updates is recorded there and can be edited.
  
• Notes
  This section provides a space to add any kind of notes with the option to attach files and tag other team members.
  

Issue statuses

Issues have four possible default statuses: To do, In progress, Complete, and Canceled. Depending on the selected status, a different information section will appear at the top of the issue page, with the possibility to attach files to the text.

• To do & In progress: A Latest update section is displayed to enter any updates about the current situation of the issue.
  
• Complete: A Resolution details section is displayed to enter information about how the issue was solved.
  
• Canceled: A Cancellation details section is displayed to enter information about why the issue was cancelled.
  

Open issues from alliances

Issues related to an alliance are displayed in the Top issues section at the top of the alliance page. This section displays the issues with any status except for Complete and Canceled, sorted by priority level (from Critical to Low). Click the issue title to open the issue overview page. 

A maximum of four issues is listed here. Click View all to open the issue hub list.

Create issues

Required user role: Managers can create issues for any alliances they have access to.

You can create new issues either from the issue hub or from anywhere in the platform from the navigation bar.

Click Create. A pop-up will open. Start entering the name of the alliance, and a list of matching results pulled from the list of alliances you have access to in Deal will appear. Select the alliance and click Confirm.

Note: The search bar doesn't recognize the "&" sign. So if an alliance contains this sign, the part after the "&" won't be taken into account for the search.

The created issue will open in a side panel. From there, you can enter the name of the issue and fill out all the fields.

Add assignees

Assignees are other Deal users (Managers or Contributors) who will contribute to managing and resolving the issue. With this role, Manager users can edit all information, whereas Contributor users can only add comments in the Notes section. 

Open an issue and click Add an assignee. You can select several assignees. The assignees will receive an email notifying them they've been assigned to the issue.

Manage issue types

You can manage issue types from existing issue pages.

Open an issue and click the Issue type drop-down list. From there, either click Add new type, or click the more options button next to existing values to edit or delete them.

Filter issues

On the issue hub page, issues are, by default, first sorted by Priority level (Critical coming first) and then by Target resolution date, from the soonest to the furthest. Issues with the Complete and Canceled statuses are listed at the end.

You can apply filters to narrow down the list of issues. Go to the issue hub and click the Filter button.

A side panel will open with the available filters. Select the column you would like to filter on.

Select the values, and if you would like to add more filtering criteria, click the back arrow to return to the filtering hub. Otherwise, click Apply filters.

Once you've clicked Apply filters. The side panel will automatically close and display the matching results in the issue hub.

The filtering criteria are displayed at the top of the issue hub for reference. To edit them, you need to go back to the filtering side panel.

You can also search with keywords from the issue name, description, resolution plan, or notes fields.

Export issues

The export allows you to download issues into an Excel file.

Go to the issue hub and click the Export button.

If you applied filters, only the matching results will be exported. Otherwise, all issues will be exported.

Click Confirm to launch the export.

Delete issues

Open the issue and click the more options button at the top right of the page. Select Delete.

A pop-up will open to ask for your confirmation. Click Delete.

Notifications

The application automatically sends email notifications to keep you and your team informed about important changes to issues. Notifications are sent for:

• Status change: Sent to the issue owner and assignees whenever the status changes.
• Target resolution date change: Sent to the issue owner and assignees when the target resolution date is updated.
• Target resolution date due: Sent to the issue owner and assignees on the due resolution date if the issue status is not Complete or Cancel.
• Actual resolution date change: Sent to the issue owner and assignees when the actual resolution date is updated.
• Ownership change: Sent to the new issue owner when issue ownership changes.
• Mentions: Sent to the user mentioned.

Detailed user rights

The rights in the table below apply:

• For all Deal Managers, unless otherwise specified in the table.
• For Deal Contributors who were selected as issue assignees.