Issue Management

Overview

Issue Management lets you work through the risk, discrepancy and non-conformance records (issues) produced by BOM Intelligence analysis in a full-screen, filterable list. Unlike the summary view inside the BOM Intelligence analysis flow, this module gives you an independent workspace focused on the same set of issues, with severity/source/status filters and with actions and viewer integration in the foreground.

Key Concepts

• Issue — every discrepancy found by the EBOM/MBOM/ERP comparison; it carries a severity (Critical/High/Medium/Low), a source area and a status.
• State machine — Open → Linked to Action → In Progress → Resolved → Accepted; changed from the drop-down on the row, and every transition is recorded.
• Viewer overlay — the definition of an issue's colour highlight on the 3D assembly (overlay label, colour, isolate-on-open behaviour); populated automatically for part-level issues.
• Business impact — a summary of the issue's cost impact, schedule impact (days) and compliance impact.

Typical Workflow

1. Open Issue Management from the left-hand menu; the list shows the issues from the most recent BOM Intelligence analysis.
2. Narrow the list down with the severity, source area or status filters.
3. Update an issue's status from the drop-down on the row (requires permission).
4. Inspect the part an issue is attached to in the 3D view with Open in Viewer or Show in 3D.
5. If needed, create visual proof with Evidence Snapshot.
6. Turn the issue into a task with Link to Action, or take it straight into Change Management as an ECR (change request).

Feature Reference

• Filtering by severity, source area and status; pagination (15 records per page)
• Inline status transitions with audit recording
• 3D viewer integration: colour overlay, isolated view, external viewer launch
• Evidence snapshot creation
• Task/action assignment
• Direct handover to Change Management: start a pre-filled ECR (Engineering Change Request) from an issue
• Role-based authorisation: changing status, creating evidence, assigning tasks and initiating a change can each be restricted separately

Constraints / Known Limits

• The issue source is directly the latest BOM Intelligence analysis run; this module has no independent issue creation screen of its own.
• Evidence snapshots and viewer integration are limited to issues that have a part number assigned.
• Authorisation works with the demo role model; production should move to an SSO/OIDC-based policy engine (see the general constraints on the BOM Intelligence page).