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Create an Issue (Mobile) ​

An Issue is a recorded problem. On mobile you can create one in about 60 seconds — tap the FAB, describe what you're seeing, take a photo, and submit.

Also available on web: Create an Issue (Web)


Before you start ​

RequirementWhyWhere to get it
✅ You're signed in to a StoreIssues belong to a siteNavigating the Mobile App
✅ At least one photoEvidence is requiredYour phone camera
✅ An Asset (optional but recommended)Makes history and reporting much more usefulAsk your org admin or use the QR scanner to find the asset

Step-by-step ​

Issue creation is a 3-step wizard. A progress bar at the top shows Step N of 3. Use Back and Next to move between steps; the Next button is disabled until the current step's required fields are filled in.

1. Open the create form ​

Tap the blue + FAB → Create Issue.

(Or tap Issues in the drawer menu, then tap the create button in the top right.)


Step 1 of 3 — Issue source ​

You're asked to specify where the problem is. Pick the most specific option you can:

  • A specific asset — search by name or tag number, or tap the QR icon to scan the asset's code. This is the best option — it ties the issue to exact equipment history.
  • A space — tap a space button (e.g. Walk-in Cooler #1) if you know the area but not the specific unit.
  • Whole store — a toggle; use this only when the problem can't be attributed to a location.

Next stays disabled until you've chosen where the problem is (asset, space, or whole store).


Step 2 of 3 — Issue details ​

FieldRequiredNotes
Issue type✅ YesShort description, e.g. Temperature drift, Compressor not cycling
DescriptionNoMultiline — what you observed, when, how serious. Example: "RTU-3 making grinding sound since this morning."
Evidence photos✅ Min 1, max 5Tap Take photo (camera) or Library. Each thumbnail has a × to remove it.

The helper text below the photos reads: "An issue type and at least one photo are required." Next stays disabled until you've entered an issue type and added at least one photo.

Tip: Take a wide shot showing the equipment in context, then a close-up of the specific problem area.


Step 3 of 3 — Schedule & severity ​

FieldRequiredNotes
Due dateNoTap Pick a due date to open the calendar
Severity✅ YesLow / Medium / High / Critical (see table below)
SeverityUse when…
LowMinor problem, not affecting operations
MediumNoticeable problem, monitor closely
HighAffecting operations or product safety
CriticalImmediate threat to safety, compliance, or major loss

A review line confirms where the issue is being filed: "Filing against: [Asset › Space]" or "Filing against: [Store]".

Tap Submit issue. The button shows a loading indicator while the photos upload and the issue is created.

On success you'll see a brief confirmation message and return to the Issues list, which now shows your new issue at the top with status Open.


Adding more photos after creating an issue ​

  1. Open the issue from the Issues list.
  2. Scroll to the Evidence section.
  3. Tap Add evidence and take or select additional photos.

Editing an issue ​

Tap any open issue to open its detail screen. Tap Edit (if you have write access) to change:

  • Issue type, description, severity, due date, asset assignment.

Issue filed? Now create a work order to get it assigned: Create a Work Order (Mobile).