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FullClarity
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FullClarity
  • Get started
  • Construction for NetSuite
  • Project Financials
    • Project Financials quick start
    • Install & configure Project Financials
    • How to

      • Creating a project
      • Customise terminology (rename records)
        • Estimate columns
        • Budget columns
        • Forecast columns
        • Revenue recognition columns
      • Managing cost centres
      • Estimating

        • Creating an estimate
        • Adding lines to an estimate
        • Importing an estimate from a spreadsheet
        • Creating purchase orders from the estimate
    • Contracts & billing

      • Contracts & billing
      • Set up billing schedules
      • Issue a progress claim
      • Create a variation
    • Revenue recognition

      • Revenue recognition
      • Set up revrec rules
      • Run a monthly batch
      • Adjust a revrec entry
      • Capital project revrec
    • Reference

      • Reference
      • Configuration record fields
      • Permissions
      • Custom records
      • Column glossary
  • Subcontracts
    • For head contractors

      • For head contractors
      • Create a subcontract
      • Approve a subcontract variation
      • Raise a back-charge
      • Assess a subcontractor claim
    • For subcontractors — web

      • For subcontractors — web
      • View your subcontracts
      • Submit a progress claim
      • Manage variations
    • For subcontractors — mobile

      • For subcontractors — mobile
      • Sign in
      • View your work orders
      • Submit a claim with photos
    • Reference

      • Subcontract states
  • Retainage
    • Quick start
    • Install & configure
    • How to

      • Set up retainage on a contract
      • Issue a retainage claim
      • Release retainage at handover
    • Reference

      • Permissions
  • Timeline
    • Quick start
    • Install & configure
    • How to

      • Create a Gantt from a template
      • Add tasks and dependencies
      • Allocate resources
    • Reference

      • Task fields reference
      • Permissions reference
  • Certified Documents
    • Quick start
    • Install & configure
    • How to

      • Set up a document type
      • Request a document from a vendor
      • Approve or reject a submission
    • Reference

      • Permissions reference
  • File Storage
    • Install & configure
    • How to

      • Enable File Storage on a record type
      • Migrate files from the NetSuite File Cabinet
    • Reference

      • Permissions reference
  • Project Storage
    • Install & configure
    • How to

      • Enable the project files subtab
      • Browse files on a project
  • Implementation Tracker
    • Quick start
    • Install & configure
    • How to

      • Log an issue
      • Run a UAT cycle
    • Reference

      • Issue fields
      • UAT result statuses
      • Permissions
  • Portal
    • Install & configure
    • How to

      • Register a NetSuite account with the FullClarity Portal
      • Refresh API credentials
  • Code Library
    • Install & configure
  • AI Integration
    • How to

      • Set up an MCP role for AI access
      • Connect an AI assistant to FullClarity
    • Reference

      • Available MCP tools

Issue fields

Every column visible on the Implementation Tracker's Issues tab, what it stores, and whether you can edit it.

  • Editable fields
  • Read-only fields
  • Status — what each value means
  • Priority — when to use which
  • Customer visibility
  • Editing in place vs the form
  • Related

Editable fields

These are filled in either through the + New Issue form when you create the issue, or by clicking the cell on the list to edit in place.

FieldWhat it storesNotes
TitleShort summary of the issueRequired. Keep it specific.
DescriptionLonger explanationFree-text. What you did, what you expected, what happened.
StatusWhere the issue is in its life cycleOpen, In progress, Blocked, Done, Won't do. Defaults to Open on a new issue.
PriorityHow urgently the issue needs attentionLow, Medium, High, Critical. Defaults to Medium.
Customer visibleWhether the issue is visible to the customer sideChecked by default. Uncheck for issues that should be visible only to FullClarity.
Assignee emailEmail address of the person handling the issueNo validation — store whatever email best identifies the person.
Assignee kindFullClarity or CustomerUsed to colour-code who currently holds the issue.
Linked NetSuite URLURL of a related NetSuite recordPaste the full browser URL of an invoice, project, estimate, or other record. Optional.
Due dateOptional deadlineUse only when there's a hard date — for example, an upcoming go-live.

Read-only fields

Filled in by the system. You'll see them on the list but can't edit them.

FieldWhat it storesNotes
# (Issue number)Sequential number, unique within the engagementAuto-assigned on create. Issue #1 is the first issue logged on this engagement, #2 is the second, and so on.
Created byEmail and display name of the person who logged the issueRecorded from the active NetSuite session.
Created onTimestamp when the issue was loggedUTC. Displayed in your local timezone in the tracker.
Last updated byMost recent editor's email and display name
Last updated onMost recent edit timestamp
Linked UAT testThe UAT test scenario this issue was logged fromOnly set on issues created from a Fail result on the UAT tab.

Status — what each value means

StatusMeaning
OpenNewly created, not yet picked up.
In progressSomeone is actively working on this.
BlockedWork has stopped, waiting on something else.
DoneThe issue has been resolved.
Won't doThe issue has been discussed and a decision made not to action it.

Move issues between statuses by clicking the cell and choosing a new value. There's no enforced workflow — any user with access can move an issue to any status. By convention:

  • Open → In progress when work starts.
  • In progress → Done when the fix is verified.
  • In progress → Blocked if something stalls progress.
  • Blocked → In progress when the blocker clears.
  • Any → Won't do by mutual agreement, with a description note explaining why.

Priority — when to use which

PriorityWhen to use
LowCosmetic or nice-to-have. Won't block go-live; the implementation can ship without it.
MediumShould be resolved before go-live but isn't blocking other work. Most issues land here.
HighMust be resolved before go-live.
CriticalBlocking other work right now. Stop and address.

Priorities are set by whoever logs the issue; FullClarity may adjust if a higher-than-warranted priority would crowd out other work. Triage conversations happen in the Description field rather than by silently bumping the priority down.

Customer visibility

Most issues are visible to both sides — this is the point of the tracker. The Customer visible flag exists to support the occasional case where:

  • FullClarity wants to track an internal action item against the engagement (for example, "schedule a working session with the customer's accountant") that isn't a customer-facing issue.
  • A discussion is happening between FullClarity team members that isn't appropriate to surface to the customer.

Customer-logged issues should almost always stay visible. There's rarely a reason for the customer to hide an issue from FullClarity.

Editing in place vs the form

The + New Issue form is mandatory only for creating a new issue with a title. Once the issue exists, all the editable fields above can be changed directly on the row by clicking the cell. There's no separate "Edit issue" view.

The form is still useful when you want to fill in several fields at once and don't want to chase them across the row.

Related

  • Log an issue — creating and updating issues.
  • UAT result statuses — the related status set on the UAT tab.
Last Updated: 5/28/26, 8:31 PM
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UAT result statuses