Creating a Problem Report

Data Management Capabilities > Managing Change > About Problem Reports > Creating a Problem Report

You can create a problem report in the following ways:

• Select New > New Problem Report from the actions menu on the information pages of objects that can be changed, such as parts and documents.

• Select New > New Problem Report from the toolbar or row action menu of the Folder Contents table, available from Products

, Projects

, or Libraries

• Select New Problem Report from the toolbar of the Issues table.

The New Problem Report window divides the creation of a problem report into the following steps:

If your site has security labels enabled, you may see the Set Security Labels step. For more information about setting security labels, see Setting Security Labels while Creating an Object

In the event that the context is not known, you may have a Set Context step before the following steps:

1. Set Attributes—Identifies the problem report and descriptive attributes.

2. Select Affected End Items—Identifies the end items that are affected by the change request. If the selected object is a part that is an end item, the part is automatically listed in the Affected End Items table. Also, if the change request is created without selecting any objects, the end item of the product is assumed to be a default affected end item and will be automatically included in the Affected End Items table.

3. Select Affected Objects—Identifies the affected objects, such as parts and documents, that are involved with the problem report.

4. Set Attachments—Manages associated file attachments. Files in the context of the problem report can be added, updated, deleted, or viewed.

5. Select Associations—Identifies associated process and reference objects.

Steps do not necessarily need to be completed in the order in which they are listed. You may navigate to any step for which the link is enabled.