Create an Issue (Web)

An Issue is a recorded problem at your facility — a broken unit, a temperature alarm, a leak, anything that needs attention. Issues are the most common starting point for a Work Order.

Also available on mobile: Create an Issue (Mobile)

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Before you start

Requirement	Why	Where to get it
✅ A Site	Issues must be anchored somewhere	Set Up Sites, Systems & Assets
✅ An Asset or Space	Not strictly required, but strongly recommended — an issue filed against a specific asset has better history and reporting	Set Up Sites, Systems & Assets
✅ At least one photo or note	Evidence is required when creating an issue	Your camera or any existing photo

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Step-by-step

1. In the store sidebar go to Issues.
2. Click New issue.
3. Select a Space (optional) — choose the area of the building where the problem is. This filters the asset list below.
4. Select an Asset (optional but recommended) — choose the specific piece of equipment. The filing anchor updates to show: "Filing against: [Asset › Space]".
   • If you skip this, the issue is filed against the space (if selected) or the whole store.
5. Severity (required) — Low, Medium, High, or Critical. If in doubt, use Medium and your operator can adjust it.
6. Description (required) — describe what you're seeing and why it matters. Example: "Rooftop unit 3 is making a grinding noise and the compressor is not cycling correctly. Zone 2 temps rising."
7. Evidence type — choose what you're attaching:
   • Photo — most common. Up to 5 photos per issue.
   • Note — text-only observation.
   • Invoice / PDF / Vendor record — for attaching external documents.
   • Telemetry — paste sensor data or a link.
8. Upload evidence — attach your file(s). For photos, drag and drop or click to browse. Max 5 files.
9. Due date (optional) — if this needs attention by a specific date, set it here.
10. Click Submit issue.

The issue is created and appears in the Issues list with status Open.

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What happens next?

• The issue is now visible to anyone with Issues read access.
• You can convert it to a Work Order directly from the issue detail view — click the issue row, then click Create Work Order in the side panel.
• See Create a Work Order for the full flow.

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Adding more evidence after creation

You can add more photos or notes to an existing issue:

1. Open the issue from the Issues list.
2. In the side panel, scroll to the Evidence section.
3. Click Add evidence and upload additional files.

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Editing an issue

Some fields can be edited after creation:

• Title / issue type
• Description
• Severity
• Due date
• Asset (reassign to a different asset)

Fields that are permanent and cannot be changed after creation: the site, the original source, and the start time.

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Closing, rejecting, or resolving an issue

• Close (resolve): Mark the issue as resolved from the issue detail panel. Requires issues.close permission (Org Admin).
• Reject: Dismiss an issue that was filed in error. Provide a reason.
• Issues converted to a Work Order move to Converted status automatically once the WO is created.

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Filed the issue? Next step: Create a Work Order to get someone assigned to fix it.