Pre-requisites:

Role privilege as mentioned below, on the project in which purpose of issues are to be defined:

Below are the steps to define and manage purpose of issues within a project:

1. In 'Projects' area, navigate to the project where purpose of issues need to be defined or managed.

2. Right click on the required project and select 'Roles & Users' then select 'Purpose of Issues'.

Alternately, in the thumb view, do a mouse hover on the project thumbnail and click on icon. A layered page opens. Click on 'Purpose of Issues'.

3. It shows existing purpose of issues as defined on the project. To add a new purpose of issue, click 'Add a new Purpose of Issue' button. A new blank record will appear.

4. Key in the new purpose of issue and its abbreviation if any. The abbreviation you enter for a purpose of issue can be used while uploading files in bulk using MS Excel or when using auto fetch attributes role, as well as while setting configurable attributes (in Classic View) as applicable.

5. While creating a new purpose of issue, system assigns default values in access i.e. default [no access], <<workspace administrator>>[admin] and <<creating user>>[admin].

6. You can change the access permission by clicking on roles, organization or user name and select appropriate option. Same feature can be used to change the access rights of roles / organisation / users in any existing group as well.

7. Users can be given following access permissions:
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No Access - Selected role, organization or user will be unable to access the corresponding purpose of issue.
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Access to Use - Attributes Change - Selected role, organization or user will have access to the corresponding purpose of issue while editing attributes of a document.
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Access to Use - Publish - Selected role, organization or user will have access to the corresponding purpose of issue while publishing or linking the documents.
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Admin - Selected role, organization and users will have admin access on the corresponding purpose of issue, and they can edit or assign access to other users as well as publish or link documents using the corresponding purpose of issue.
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8. Click on 'X' against any new purpose of issue record to discard it before saving. Once saved, you can only deactivate the records.

9. Click 'Save' to complete creating a new purpose of issue or complete editing of any existing group.

10. To deactivate a purpose of issue record, select the checkbox against that record in deactivate column and click on 'Save'.