Management of issues and action plans
The controller completes the work program by entering:
• Issues
• Action Plans
Managing issues
Creating Issues
Issues are accessible from test activities.
To create an issue:
1. In the HOPEX IRM navigation menu, select My tasks > Test > Activities to Perform.
2. Click the icon of the activity concerned and select New > Issue.
The issue appears in the work program tree as well as in the properties of the activity.
In the properties of an issue you can qualify its Impact.
Saving test evidence
You can connect business documents or specify an URL address to illustrate an issue.
To add a document as an attachment:
1. In the tree of the work program of a test, select an issue to which you wish to add a document.
2. Expand the Attachments section.
3. In the Business Document drag-and-drop a document.
A business document is a document whose content is independent of the repository. This document can be MS Word, MS Powerpoint, or other files. A report (MS Word) generated on an object can become a business document.The document appears in the list of documents attached to the issue. It is owned by the test of the issue. You can therefore also see it appear in the Documents tab of the test.
Managing Action Plans
Action plans can be created from issues.
To create an action plan:
In the properties page of an issue, expand the Action Plans section and click New.The action plan appears in the section.
To define properties of the action plan:
1. Select the action plan and click Property.
2. Modify its Name if required.
3. Select a level of Priority.
4. Specify the Means implemented for the action plan.
5. Modify the Owner if required.
By default the owner is the action plan creator.6. Select an Approver.
By default the approver is the action plan creator.7. Click OK.