Editing an issue

The Edit issue feature allows you to modify issue details at different stages of the workflow, while maintaining access control and audit tracking. You can use it to:

  • Update issue details.

  • Save changes without assigning an issue.

  • Save and assign an issue to the next workflow stage.

To edit an issue:

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

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

  2. From the Issue list, select the issue you want to edit. The issue opens with its name displayed and features two tabs: View Issue and Manage Issue.

    Tab Description
    View issue
    • Displays all the details related to an issue.

    • Provides a read-only summary, including the issue’s type, subtype, impact, severity, due date, and other relevant information.

    • It also includes an activity timeline that displays all updates and actions performed on the issue.

      • The timeline provides a chronological record of all activities, updates, and comments related to the issue.

      • You can add comments, status updates, or clarifications.

      • You can attach files in the timeline to support the information provided or request any missing details.

      • After a message and any attachments are added, selecting the arrow-shaped Send button posts the update to the timeline.

    Manage Issue

    Provides an option to update or take action on an issue. It allows you to:

    • Edit the severity, due date, and impacted entities.

      Note

      Issue title cannot be edited later.

    • Assign or update the Issue manager, Issue owner, and approver.

    • Drag and drop files under the Documents section that might help any user involved remediation of an issue.

    • Define and configure workflows by adding action items, setting due dates, assigning Action owners, and uploading related attachments.

  3. To modify an issue, select Edit, and then Save to apply the changes.

Note

  • Users with the relevant permission can edit any issue that is in Open or In Progress status.

  • Closed and Discarded issues are read-only and cannot be modified.