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You can use the Projects page to manage related problems in much the same way that you use the Problem page to manage related incidents.
If you have permission to create a new project, choose Home > Create > Project.
After you have entered the required fields (highlighted with red boxes), choose Home > Project > Create to save the new record.
If your implementation has more than one entity, the fields and options may be configured differently in each. A drop-down list at the top of the page allows you to select which entity is currently active before you create a new record.
You can use drop-down lists to set or change the record's owner and creator.
Depending on the configurable settings for the entity, the owner may receive e-mail notifications when actions are created for the record.
A Team Members field identifies the users who will be working on the issue and their roles on the team. If enabled for the entity, this field is not displayed until the record is created. (See Assign Team Members Utility.)
You can click the link for any team member's name to send an e-mail regarding the record. Depending on the configurable settings, team members may also receive e-mails when a status update is added or modified.
The Associated Data area links to the problem reports that are relevant for this project. To add or remove problems, click Create New Problem or Assign/Remove Problems.
In the list of problems:
Status shows the problem step (e.g., Describe the Problem, Prevent Recurrence, etc.) that needs to be completed next.
# of IRs shows the quantity of incidents associated to the problem. Click the link to see a list of those incidents.
Last Occurrence shows the occurrence date for the most recent incident associated to the problem.
Cpt. Date shows the closure date for the problem.
If applicable, this area also displays:
Incidents that are associated to a problem that is associated to the project. Click Hide/Display Associated Incidents to toggle between showing either the quantity of open and closed incidents or a full list of the incidents.
Failure analysis reports that are associated to a problem that is associated to the project. Note that XFRACAS does not assume that all failure analysis reports linked to an incident that is associated to a problem are also associated with that problem. Rather, in order to specifically associate a failure analysis report to a problem, you must use the Associated Problem field in the Failure Analysis page.
An Associated Files field allows users to upload file attachments, link to files in another location (e.g., a document management website) or link to another record in XFRACAS. If enabled for the entity, this type of field is not displayed until the record is created. (See Attachments.)
An Actions field contains a list of specific assignments that need to be tracked and completed for the project. If enabled for the entity, this type of field is not displayed until the record is created.
Click Create New Action, 
,
to add a new assignment. (See Actions.)
A Status field allows users to add notes about the progress made, and also send e-mail notifications if applicable. If enabled for the entity, this field is not displayed until the record is created. (See Status Fields.)
A project is considered closed when the Actual Completion Date field has been filled in. Depending on the settings chosen by an application admin, a project may not be able to be closed until all problems associated with the project are closed and/or all actions for the project completed.
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