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How to handle "Issues" on the platform
How to handle "Issues" on the platform

Our Issues feature helps users manage and resolve challenges that might come up in the daily operation directly within the platform.

Updated over 2 months ago

❗ This is a BETA feature and might not be available for every Cargosnap account.

Issues are a great way to track and collaborate on solutions for problems or other matters needing attention that may arise while working in Logistics. Whether you've spotted something wrong while going over a file on the platform, or an unexpected event occurred during an operation that might require some extra charges and the app user recorded it, opening an issue is the best way to ensure that the problem is identified and on the path to be resolved efficiently.

An issue represents a problem or anomaly spotted in a file, which needs to be addressed. By creating an issue, users can document the problem and collaborate with others in resolving it.

By opening an issue, you have:

  • Collaborative Issue Resolution: You can assign other users to be notified and contribute to resolving the issue.

  • Real-Time Chat: The issue comes with a chat function for live collaboration.

  • Issue Tracking: You can track the status of the issue—whether it's still open or closed.

How to Create an Issue

There are two ways to create an issue in the platform:

1. Create an Issue from a File:

If you encounter an issue while reviewing a file:

  1. Click the [...] in the top right corner of your file.

  2. Click the "Create new Issue" button.

  3. Provide a short description of the issue (as simple as a 'title' to your issue).

  4. Feel free to add a detailed description.

  5. Assign other users to collaborate.

  6. Save the issue.

2. Create an Issue from the Issues Overview Page:

You can also create an issue directly from the Issues overview page:

  1. Navigate on top of your screen to the Issues tab.

  2. Click on the "Create New Issue" button.

  3. Fill in the issue details.

  4. Optionally, link the issue to relevant files.

  5. Assign users to work on the issue.

  6. Save the issue.

Note that after an issue is created, you can update the title, details and assignees, so feel free to create an issue, even if you do not have all of the details at hand.

💡 Suggestion: thinking strategically to solve problems, your short description could be What is the situation, the detailed description could elaborate on When, Where, Why and How and, by assigning users, you have Who should be involved. (5W1H Model)

Linking Issues to Files

  • One Issue, Multiple Files: You can link multiple files to a single issue if the same issue applies to them.

  • Multiple Issues, One File: A file can be linked to multiple issues if it is related to different issues.

Tracking the Status of an Issue

Each issue in the platform can be tracked by its status:

  • Open: The issue is still under review and resolution.

  • Closed: The issue has been resolved.

To check the current status of an issue or participate in the chat, visit the Issues page.

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