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- Meeting Management
- Process
- Raised issue to verification
Raised issue to verification
A team member raises an issue against the project with a clear title, severity and note. On an existing Open follow-up, the configured triage workflow checks that severity is present, changes the status to Triaged and records an operation receipt. The Delivery Lead then names an owner and tracks the issue through work and verification. The issue’s status is the team’s current work position; the receipt records the triage attempt.
Step by step
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Raise follow-up Team Member
Capture title, severity, project and reporter note. Team Member owns this step.
- Capture title, severity, project and reporter note.
- Updates Follow ups, Projects
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Triage follow-up Triage workflow
Setting an existing issue to Open triggers the severity check, moves a valid issue to Triaged and records the receipt. Delivery Lead reviews the result.
- Check severity and the Open state, then record Triaged and the receipt.
- Updates Follow ups, Operation receipts
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Work the issue Project Manager
Assign an owner and move work through in progress and Fixed. Project Manager owns this step.
- Assign an owner and move work through in progress and Fixed.
- Updates Follow ups, Team members
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Verify outcome Delivery Lead
Inspect the fix before Verified and Closed. Delivery Lead owns this step.
- Inspect the fix before Verified and Closed.
- Updates Follow ups
Who does what
Roles and permissions- Project Manager
- Coordinates the project; Meeting Organizer prepares the meeting; Team Member updates assigned work; Attendance Approver reviews approval outcomes; Delivery Lead reviews exceptions and verification.
Set up Meeting Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.