Issues
Capture defects and problems on your assets — surface inspection fails and driver reports before they become work orders
Issues
Issues capture problems and defects found on your assets — a fluid leak spotted during a walk-around, a brake squeal a driver flagged on the road, an inspection item that came back as a fail. Issues sit upstream of work orders: triage them, prioritise, and only promote to a work order once you're committing actual time and money to fix the problem.
Access issues from the sidebar under Fleet Management → Operations → Issues.
Why Track Issues Separately From Work Orders?
A work order represents committed maintenance — scheduled time, allocated parts, expected cost. An issue is just a report. Some issues turn into work orders, some get resolved at the next pre-trip inspection, some are noted and dismissed.
Keeping them separate means triage stays lightweight, your work-order pipeline isn't polluted with one-line "weird noise from the rear" reports, and nothing falls between the cracks of a failed inspection and the actual repair.
List View
The issues list shows every issue your role is permitted to see, with summary metrics across the top.
Statistics Cards
- Total Issues — every issue on the books
- Open — awaiting triage
- In Progress — being worked on
- Critical Open —
priority = criticalAND status not yetresolvedorwont_fix(red when above zero)
Columns
| Column | Description |
|---|---|
| Title | Short summary of the problem |
| Asset | The vehicle or equipment the issue applies to |
| Status | Open, In Progress, Resolved, Won't Fix |
| Priority | Low, Medium, High, Critical |
| Source | Manual, Inspection, Driver App, System |
| Reporter | The user who logged the issue |
| Reported | Date the issue was opened |
Filters
- Status — Open, In Progress, Resolved, Won't Fix
- Priority — Low through Critical
- Source — Manual, Inspection, Driver App, System
- Saved Views — pin your common triage filters (e.g., "Critical & open this week")
Reporting an Issue
Click Report issue in the top-right of the list page. The drawer captures:
- Title (required) — one-line problem statement
- Description — longer explanation, what was observed, when, by whom
- Asset (required) — searchable picker
- Priority — defaults to Medium
- Photo — optional reference picture (helps the mechanic before they walk to the asset)
Hit Create and you're taken straight to the new issue.
Issue Sources
Every issue carries a source so you can tell at a glance how it landed in your queue.
| Source | Where it comes from |
|---|---|
| Manual | A user opened the issue from the dashboard or app |
| Inspection | A failed inspection item auto-spawned the issue |
| Driver App | A driver flagged something through the mobile app |
| System | An automation rule or background check raised the issue |
The Inspection source is the load-bearing one — every time a checklist item comes back as a fail, an issue is created automatically with the inspection's photo, comment, and severity carried over. That means a fail can never be silently lost between inspection close-out and the workshop.
Triage Workflow
Issues follow a simple lifecycle:
- Open → In Progress — set when somebody picks the issue up
- In Progress → Resolved — set when the underlying problem is fixed
- Open / In Progress → Won't Fix — set when the issue is intentionally dismissed (e.g., cosmetic damage you're choosing to ignore)
A linked work order doesn't auto-close the issue — you mark it resolved explicitly so the resolver and the mechanic don't have to be the same person.
Promote to Work Order
When an issue actually needs scheduled work — parts to order, labor to allocate, real time to commit — promote it to a work order from the issue detail page.
Click Promote to Work Order and the dialog pre-fills:
- Asset — copied from the issue
- Type — defaults to Corrective; pick another if you prefer
- Description — issue title + description merged
- Priority — copied from the issue
After confirmation:
- A new work order is created with all the issue context
- The issue's
work_order_idfield is set, linking the two records - The issue stays Open / In Progress until you mark it Resolved (so the issue trail outlives the work order's lifecycle)
Resolve manually
Resolving the work order does not auto-resolve the issue. Mark the issue resolved yourself once the underlying problem is verified fixed — usually the next time a driver does a pre-trip inspection on that asset.
Inspection Auto-Promotion
For critical inspection failures, you can configure an automation that auto-promotes the resulting issue straight into a work order. Useful for fleets where a critical fail (e.g., brake defect on a DVIR) can't sit in triage — it has to be scheduled immediately or the vehicle goes out of service.
See Automations for the trigger setup.
Permissions
| Role | Issue Access |
|---|---|
| Admin / Fleet Manager | Full create, read, update, delete, promote |
| Office Staff | Create, read, update, promote |
| Mechanic | Read all, update issues assigned to their work orders, mark resolved |
| Inspector | Create, read, update — auto-creates issues from failed inspection items |
| Driver | Create issues against their assigned vehicles |
| Reports Only | Read-only access |
Best Practices
- Triage daily. A short morning sweep of Open issues keeps the queue manageable.
- Use Critical sparingly. Reserve it for safety-of-life or vehicle-out-of-service issues so the metric stays meaningful.
- Promote, don't duplicate. When an issue needs work, promote it — don't create a new work order from scratch and orphan the issue.
- Resolve the issue, not just the WO. The issue is the user-visible record; the work order is the maintenance ledger. Both need closing for a clean audit trail.
- Photos beat words. A picture of the actual defect saves the next person ten minutes of guessing.
FAQ
What's the difference between an issue and a work order? An issue is a report of a problem. A work order is a commitment to fix one. Multiple issues can promote to a single work order; some issues never get promoted at all.
Can I bulk-resolve issues? Yes — select multiple rows in the list view and use the bulk actions toolbar.
Why did my inspection fail not create an issue?
Inspection auto-promotion fires on the inspection item's severity. If the item severity is set to informational, no issue is raised. Check the template's item severity if you expected an auto-created issue.
Can drivers see issues they didn't report? Drivers see issues against vehicles they're assigned to. Reporter visibility doesn't matter — assignment to the asset does.
Related Features
- Inspections — auto-promote inspection failures into issues
- Work Orders — promote an issue when it needs scheduled work
- Automations — auto-promote critical issues straight to work orders
Need Help?
Contact your organization administrator or the Yipii support team for assistance with issues configuration, automations, or permissions.