How do I customise the Issues pane?

How do I customise the Issues pane?

Issues can be created and assigned to any document in the CaseWare file.  Once created, all issues are listed in the issues pane, which can be viewed by selecting the Issues button on the navigation toolbar.

This issues pane can then be customised in various ways to suit the needs of the user.  The following are details about what options are available and how to set them:

Add new issue types 
1. Right-click in the Issues pane, select Settings and then Customise Types.

2. Click Add.

3. Enter an alphanumeric unique Id for the new type.

4. Under Type enter a descriptive name for the type to be added. This description displays in the Issue dialog drop-down menus.

5. Choose the 'roll forward' default for this issue type. When this issue type is selected for an issue, this default is automatically displayed for the issue (only select the Roll Forward check box if you want the issue to roll over to the new file during a year-end close)

6. Choose the 'retain on cleanup' default for this issue type. When this issue type is selected for an issue, this default is automatically displayed for the issue (only select the Retain on Cleanup check box if you want to keep an issue whenever the file is cleaned up) 

7. Choose whether to allow changes to the roll forward and retain on cleanup defaults (to allow anyone to change the default for the issue type when editing or adding an issue, ensure the Allow Overwrite Roll Forward and Retain on Cleanup check box is selected. If you do not want this, clear the check box).

8.Click OK.

Create new issue views using tabs
1. Click Add.

2. Under View Name, type a name for the view. This name appears on the tab in the Issues pane.

3. Click Filter. On the Simple tab, create the filter using the drop-down menus. If necessary, click the Filter tab to view the filter. To add any additional conditions, type them into the Additional Filter box. You can filter on a single field, or more than one field at a time. Click OK.

4. If applicable, click Grouping and, in the Grouping dialog, select a field to group the view by. Click OK.

5. Click Sort and pick the fields to sort by in the Sort dialog. Click OK.

6. Click Columns. Select the columns to display in the view by highlighting them in the left hand pane and using the right arrow button  to move them to the right pane. Columns can be shuffled up and down using the Up and down buttons. Click OK to close.

7. Select the new view and click OK.

Show or hide columns 

Right-click on a column heading in the Issues pane. On the context menu, select Settings and then Show columns. The active columns in the list have a checkmark next to them. Select or deselect columns as required. 
  •   If you resize the column width for each field, the settings will be preserved the next time you open a file.

Change the colour of the Issues pane

1. While in the Issues pane, right click. On the menu, select Settings and then Set Alternative colour.

2. Click the box containing the applicable colour.  Custom colours can be defined by positioning the cursor on the applicable colour in the colour pane and then clicking Add to Custom Colours.

3. Click OK to apply the selection. The colour is applied to every other row in the Issues pane.

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