Who is this article for?

Administrators and Managers who want to learn about list issues in Lucidity Incident.

Administrator permissions are required to follow some of these steps.

This article covers the basics of accessing and navigating the List Issues page, editing existing issues, and managing both general issues and specific incident reports. 

1. List Issues

Video: List Issues Overview

The List Issues page is where all Issues in Lucidity Incident can be viewed and edited.

From the List Issues page, managers and admins can:

• Edit issues
• Manage issues
• View workflows
• Perform causal analysis
• Assign actions
• Delete issues
• Print details for individual issues
• Run reports for all issues in system

2. Edit Issues

Video: Edit Issues & Manage Incident Report

To edit an existing issue, from the List Issues page:

1. Locate the specific issue using relevant filters.
2. Click the Issue or click Report on the far right-hand side.

3. Adjust fields as required, moving through each page of the issue as required.
4. Click Save.

3. Manage Issues

The Manage Issue tab provides access to the printing, workflow, causal analysis tool and issuing actions. As with the report page, there are some similar features shared between the different issue types.

To manage issues, access the Manage Issue page from the List Issues page:

1. Locate the specific issue using relevant filters.
2. Click the issue or click Manage on the far right-hand side.

• Alternatively, when viewing the issue, the Manage page can be accessed from the menu on the left-hand side.

3. View and complete the shared fields for the issue.
4. View and complete the unique fields for each issue.

Important: The details captured for each Issue may vary slightly between each system configuration. Fields marked with * are mandatory.

Note: There are a range of fields that can be used to categorise each issue type. These can assist when filtering, sorting or reporting on issues and can be edited via the Settings tab.

5. Once complete, click:

• Save: to save changes and return to the List Issues page.
• Cancel: to discard changes and return to the List Issues page.
• Print: to print a PDF of the report.
• Save and Edit: to save changes and remain on the current page.

3.1. Definitions of fields

Category	Field	Description
Workflow	Issue Number*	System number allocated to the issue.
	Title*	Title (summary) given to the issue (Incident Only).
	Issue Status*	Current status of the issue. Possible Status = draft, approved, complete, close cut.
	Closeout Manager*	Name of the selected closeout manager.
	Responsible Manager*	Name of the selected responsible manager.
	Date Closed*	Date Issue closed - will remain blank if issue is still open.
	View Workflow	Click button to view the issue workflow.
Contributing Factors and Actions	Perform Causal Analysis	Click the Perform Causal Analysis button to add causal analysis.
	Issue Actions	Click the Add button to issue an action.
Cost Implications	Indicate Issue Cost Implications	Used to track any costs relating to the issue Click Add. Enter a description of the cost. Enter the amount, cost allocation and any additional comments. Select the status of the cost, for example: pending, paid etc. Click Save and New to add another cost or Save to return. (All types except Incident)

Important: Fields are non-editable, information only.

4. Manage Incident Report

Note: There are no additional fields on the Manage page for an incident report.

5. Further reading

• Adding a new issue in Incident
• Configuring and managing audits
• Managing meetings in Incident