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Working with Issues
An issue is a type of annotation that relates to a particular subject. For more information on annotations,
see “Working with Annotations” on page 35. Categorizing annotations in a case by issue makes it easy
to retrieve all information on a specific subject when you need it. Issues are created for each case and are
the same for all users of that case. When creating new issues, it is important to not duplicate previous
issues.
Although the issues in a case are the same for all users, each user can choose the issues to display on the
Main Menu toolbar. The Main Menu toolbar enables you to access issues quickly when creating
annotations. You can display up to 10 issues on the Main Menu toolbar.
Creating Issues
To create an issue, complete these steps:
1. Click the Manage Issues button ( ) on the Main Menu toolbar. The Manage Issues dialog box is displayed.
2. Click New to display the New Issue dialog box.
3. Type the name of the issue, e.g., Employment history, in the Issue text box.
4. Click the Color arrow to select a color for the issue, if desired.
5. Click Repeat if you are creating multiple issues.
6. When you finish creating issues, click OK in the New Issue dialog box. The issues are listed under Other Issues
in the Manage Issues dialog box.
Prioritizing Issues
To prioritize an issue and add it to the Main Menu toolbar, complete these steps:
1. Click the Manage Issues button on the Main Menu toolbar. The Manage Issues dialog box is displayed.
2. Select an issue under Other Issues, e.g., Work history.
3. Click the left arrow to move the issue under My Top Issues.
4. Repeat steps 2 and 3 for each issue you want to prioritize and add to the Main Menu toolbar. You can
prioritize up to 10 issues.
Click New to
display the New
Issue dialog
box.