Adding an issue

Any Diligent One user can add an issue. You can save an issue as a draft to complete later. After you submit an issue, it cannot be edited.

Caution

Do not share confidential information, such as Protected Health Information

(PHI), Personally Identifiable information (PII), or other personal or organization protected information, in an issue. A submitted issue cannot be changed.

  1. From the Platform home page (www.diligentoneplatform.com), select the Issue Manager app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Issue Manager app.

  2. Select Add Issue and enter the following details:
    3. Field Description
    Issue title

    Provide a short and clear summary of the issue. This one-line title helps users quickly identify the issue in lists and notifications.

    Note

    Issue title cannot be edited later.
    Description Provide a clear and concise summary of the issue. Include what was expected versus what occurred, along with any relevant context or steps to reproduce.
    Impact It defines what is affected by an issue. It captures the consequences on any area, such as employees, assets, operations, or future business .
    Issue type Select a type that best describes the nature of the issue (For example, UI Bug, Data Error, Security, and Performance). This helps classify and prioritize the issue.
    Issue subtype

    A subtype is a customizable classification linked to a parent issue type, used to provide more detailed categorization for clearer tracking, assignment, and reporting of issues.

    Note

    Subtypes cannot exist independently. Although it can be created, edited, or deleted, a parent type is mandatory. It is subject to restrictions such as requiring a parent type and retaining assigned managers.
    Severity

    Displays the impact level of the issue. Available severity levels include:

    • Low

    • Medium

    • High

    • Critical

    • Not Set
    Due date Indicates the deadline for resolving the issue. You can apply a date filter to view issues due within a specific time range. This field also adheres to the system’s configured time zone.
    Issue owner Select the user assigned by the parent type or type. If you assign yourself, you become the Issue manager.
    Related org unit Specify the individuals, teams, applications, or systems affected by the issue. Use keywords or identifiers to filter and select related org unit.
    Attachments Upload supporting files that illustrate or help explain the issue. Drag and drop or browse files to attach.
  3. Select Add.

When an issue is submitted, a unique Issue ID is automatically generated. Issue Manager sends you an email confirming that your issue has been successfully submitted. The newly submitted issue is added to the issue list.