Issues were introduced as part of Fulcrum's Intelligent Team Automation functionality. Issues represent problems or observations found in the field. The issues list allows you to view all the issues for your organization to track resolution and look at issue trends.

NOTE: You will need to have our Intelligent Team Automation (Tasks and Issues) feature set enabled to use this workflow! If you do not see Tasks and Issues in Fulcrum, please reach out to our support team via our in-app chat to learn more about this new functionality and to have them enable it. It is included with your existing subscription.

Map View

Fulcrum enables you to gain insights into safety and quality trends across your organization through mapping of reported issues. You can switch to a map view of your issues by selecting the toggle at the top right of the Issues List.

By hovering over a pin on the map, you can view a summary of the issue.

Cards at the Top of the Issues List

The cards at the top of the issues list provide a quick snapshot of key metrics.

  1. Critical / High priority issues - This is the number of open issues with a priority of either critical or high.

  2. Top Issue Type - This shows the number of issues from the most commonly used issue type.

  3. Needs Resolution - This is the number of issues with a needs resolution status.

Filtering

There are multiple ways to filter the list.

  1. Type a search value into the Search field.

  2. Select + Add Filter to filter based on selected fields. You may add multiple filters this way.

Sorting

To sort the list, click on the header of the column you would like to sort by. Click again to sort in the opposite direction. It's that easy!

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