Notify Assignees of Defect Items (iOS)

Objective

To notify users of defect items that are assigned to them from your iOS mobile device.

Things to Consider

• Required User Permissions: 
  • 'Admin' level permissions on the project's Defect List tool.
    Note: 'Read Only' users cannot be assigned a defect list item.
  • 'Standard' permissions on the project's Defect List tool for users who are listed as Default Defect Item Managers in the Defect List configuration settings, see Configure Advance Settings: Defect List. 
• Additional Information:
  • The defect list item must already be created and saved before you can email it.
  • Defect items must have an assignee in order to send the notification.
  • You can automatically send notifications to additional users when 'Item Sent to Assignees (Work Required)' is configured in Advanced Settings. See Configure Advance Settings: Defect List. 
  • You can send defect list items in bulk using the Review function or you can email defect items individually.
  • Once an initial email notification has been sent, selected Assignees will receive daily notifications of overdue items via email; email notifications will end after 45 days.

Steps

1. Navigate to the project's Defect List tool on your iOS mobile device.
2. Tap Ball-in-Court to view items that currently require your action.
   OR
   Tap All to view all defect items.
3. If there are defect items ready to be sent, a yellow banner appears above the items.
4. Tap Review.
   
   
    
5. If a defect item does not have an Assignee listed, the item is labelled with 'Can't Send - Assignees Missing'.
   1. Tap the defect item.
   2. Tap the names of one or more users from the Contacts, Companies or Groups tabs that you want to add.
   3. Tap Done. 
      Note: After tapping done, the selected assignee(s) is automatically added to the Assignees field on the defect item.
6. Tap an item to select or deselect it or tap Select All or Deselect All.
   
   
    
7. Tap Send.
   Note: An email notification is sent to the Assignees listed on each item, as well as any other users configured in Advanced Settings.