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Use the Defect module to register, review, and resolve defects

The Defect module helps you log, review, and track defects found across your sites, assets, components, inventory items, bases, logistics objects, and related work. You can use it to document the issue, assign priority, connect it to the correct location, notify relevant users, add attachments, and decide whether the defect should be closed, linked to existing work orders, or released into new work orders

Before you start

Before you use the Defect module, make sure you have the required access. The platform checks permissions for viewing, creating, editing, deleting, and managing defects. Some actions are only available to users with Manage defect access, while others depend on standard create, update, or delete permissions

Some fields may also depend on configuration. For example, the Organizations field is feature-flagged and may not be visible in every environment

Where to find the Defect module

Open the Defect overview page to access the module. This page is the main working area for defects and includes:

  • a searchable defect list

  • table sorting and pagination

  • actions to create, view, and edit defects

  • bulk actions for deleting defects

  • bulk actions for linking defects to work orders

  • a link to the Defect control dashboard

From the dashboard, you can also return to the overview through the page navigation actions

What you can do in the Defect overview

The Defect overview page displays defect records in a table and gives you a quick way to work across many defects. Depending on your access, you can:

  • search for specific defects

  • sort the list by supported columns

  • open a defect to review details

  • edit an existing defect

  • delete a defect when deletion is allowed

  • select multiple defects for bulk actions

The table can display information such as title, error code, object ID, object, hazard, reported by, reported date, category, type, resolution time, status, linked work orders, priority, and organizations when enabled

Some defects may also show visual warning indicators in the list view when warning rules are met

Create a defect

To create a new defect:

  1. Open Defect overview.

  2. Click Add new.

  3. Enter the defect details.

  4. Save the defect.

The form requires key information before the defect can be saved. In the current implementation, the required fields include:

  • Title

  • Category

  • Priority

  • Description

  • Location type

  • Location

At the model level, category and status are also required as part of the defect record

Complete the defect details

When creating or editing a defect, you can add the following information.

Basic defect information

Use the main section of the form to complete the core details:

  • Title

  • Status (read-only in the form)

  • Error code

  • Category

  • Type

  • Priority

  • Resolution time

  • Work package

  • Organizations, if enabled

Description and internal notes

The form includes rich-text fields for:

  • Description, where you describe the defect

  • Remark, where you can add additional notes or context

Select the correct location

Every defect must be linked to a location. Start by selecting a Location type, then choose the matching Location. The available location selector depends on the selected type:

  • Site, Asset, Subassembly, and Component use the asset hierarchy browser

  • Inventory item uses a searchable dropdown

  • Base uses a dropdown list

  • Logistics/Vessel uses a dropdown list

The underlying defect model supports linking the defect to a primary object such as a site, asset, subassembly, component, base, inventory item, or logistics object

Reporting and notifications

You can also record who reported the defect and who should be notified. Available fields include:

  • Reported by

  • Reported date

  • Notified users

Operational indicators

Use the form checkboxes to indicate whether the defect:

  • is causing downtime

  • is hazardous

Attachments

The defect form supports file attachments. The allowed file types are:

  • PNG

  • JPG

  • GIF

  • BMP

  • PDF

  • DOC

  • DOCX

Understand the defect status flow

The current defect lifecycle includes these statuses:

  • In backlog

  • Rejected

  • Approved

  • Released to work order

  • Closed – no action taken

  • Closed

In the defect form, status is displayed as a read-only field. The actions available to you depend on the current defect status and your permissions

Release a defect to work orders

When a defect reaches the Approved stage and you have the required permissions, the form shows an Action selector. The available actions are:

  • No action

  • Create work order

  • Link work order

If you choose Link work order, you can select one or more existing work orders. When you release the defect, all selected work orders are linked to that defect and the defect status changes to Released to work order

This means one defect can be associated with multiple work orders when the work needs to be split, handled by different teams, or tracked across several activities

Create multiple work orders from one defect

If you choose Create work order as the defect action, releasing the defect opens the work order creation flow instead of immediately linking the defect to existing work orders

When bulk work order creation is enabled, the work order modal includes a Create multiple option. This lets you create several work orders in the same flow and link them back to the same defect

This is useful when one defect needs to be broken into separate work orders for different teams, execution windows, or scopes of work

Link multiple defects to work orders in bulk

You can also update several approved defects at the same time from the Defect overview page. The bulk-link flow allows you to select multiple defects and connect them to one or more work orders in a single action. The selected work order IDs are then saved on each chosen defect, and each defect is updated to Released to work order

This is useful when the same work orders need to be associated with several related defects

Use the Defect control dashboard

The Defect control dashboard provides an operational view of defect activity. It includes:

  • a refresh action

  • an Include closed toggle

  • a Pending approval section

  • KPI cards

  • tables for recent or filtered defects

  • chart-based breakdowns for status, priority, category, and type

You can use the dashboard to monitor defect volume, review pending work, and drill into defects that need attention. Users can open defect details directly from dashboard views

Configure defect categories

Defect categories are managed in customer settings. Administrators can create and maintain categories used in the defect form. For each category, they can define:

  • name

  • description

  • default priority

  • whether the category should be marked as hazardous

This matters because the available categories in the Defect module come from this configuration

Important notes and limitations

Keep these points in mind when using the Defect module:

  • You must select a Location type before you can choose a location

  • The location selector changes depending on the type you choose

  • Some fields and actions only appear if you have the required permissions

  • The Organizations field may not be visible if the related feature is not enabled

  • Work-order actions are context-sensitive and appear only for the relevant statuses and users

  • Attachment uploads are limited to the supported file types configured in the form