1. Issues Management
Within UniPhi, the Issues module is the centralised point of reference for all activity that is occurring, or scheduled to occur within a...
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Sep 25, 20231 min read
2. Logging a new issue into UniPhi
1. Go to the Issues module and search for or select the relevant project the issue relates to from Project Selection. 1. Click...
Sep 23, 20231 min read
3. Assigning Issue Actions
Once an issue has been created you may need to add actions, and assign those actions to people within your project. 1. Click into the...
Sep 22, 20231 min read
4. Attachments and Comments within an Issue
As UniPhi uses Issues as the central location for collaborating on the progress of project activities, it is important to understand how...
Sep 21, 20231 min read
5. Viewing Issues
Project correspondence will come from a variety of sources; meetings, phone conversations, emails, normal hardcopy mail, and issue...
Sep 20, 20231 min read
6. Email Summary Notifications
Each stakeholder associated with an issue will remain updated on the status of the issue. Stakeholders are classified as anyone who is...
Sep 19, 20231 min read
7. Saving emails into UniPhi
Project specific communications from external parties often come via email. As these emails are directly related to a project, it is...
Sep 18, 20231 min read
8. Save an email into UniPhi Issues
1. Once relevant email communication has been received via MS Outlook, select the email and click on the “Save to UniPhi” button,...
Sep 17, 20231 min read
9. Link an issue to a document
The UniPhi Documents module can create a document that is linked to an issue so that all communications can be seen in the one screen....
Sep 16, 20232 min read
10. Save an email into UniPhi Documents
1. An email can also be saved into a document using the UniPhi for Outlook Add-in. Select the email and click on the “Save to...
Sep 15, 20231 min read
11. Issue Escalation
Issues can be rated according to a High, Medium, or Low priority. Issues can also be assigned to a specific category. By setting priority...
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