Webinar: Issue Tracking (1/7/26) Follow

Webinar Video

Issue Tracking

Webinar Questions & Answers

Q: When looking at the order, can you tell that an order has an issue logged to it?

A: Currently, Midnight does not display issue indicators directly on the order screen. This functionality is on the development roadmap for future enhancements to improve visibility.
 

Alternative Solution:

  • Use the Issue Search Screen to look up issues by order number or other criteria.
  • Access the Production: Issue / Resolution Summary Report for a consolidated view of issues tied to orders.

Q: Is there a way to identify orders when an issue is tied to it?

A: Yes, but not directly from the order screen. You can:

  • Use the Issue Search Screen to filter by order number or status.
  • Run the Production: Issue / Resolution Summary Report, which lists all issues and their associated orders.

Q: Are you able to filter the Issue/Resolution Summary report by customer?

A: Not at this time. However:

  • You can search within the report by switching to Continuous Page View and using Ctrl+F (or Command+F on Mac).
  • Alternatively, export the report to Excel for advanced filtering and sorting.

Update: This report will be re-deployed next week with Customer Name added. A request for a Customer Search Field has also been submitted.

Q: Are there any plans for process improvements to Issues Tracking to be able to align it more with Corrective Actions?

A: No formal plans at this time.


Alternative Solution:

  • Use User-Defined Fields to capture corrective action details.
  • Create a Custom Report to track and analyze corrective actions alongside issues.

Q: Does this generate a CAP PDF that could be external facing?

A: No, Midnight does not automatically generate Corrective Action PDFs for external sharing.


Alternative Solution:

  • Create a Custom Report and export it as a PDF for external distribution.

Q: How do users use issues with the client portals?

A: Issue details are internal only and are not exposed through client portals.

Q: Why do my issues fall off the issue search screen?

A: Once a Closed Date is entered, the issue is removed from the active search screen.


Accessing Closed Issues:

  • Use the Production: Issue / Resolution Summary Report, which includes both open and closed issues.
    Tip: If you need ongoing visibility of closed issues, export the report regularly for historical tracking.

 

✅ Webinar Overview: Issue Tracking in Midnight

Purpose:
This webinar covered how to use Midnight’s Issue Tracking feature to log, monitor, and resolve production or operational issues. Issue Tracking provides centralized visibility, improves communication, and ensures accountability across workflows.

Key Topics Covered:

  • Admin Setup: Configure Issue Types and Statuses.
  • Global Settings: Enable auto email notifications for issue tracking.
  • User Defined Fields (UDFs): Capture additional data for issues.
  • Logging Issues: Add issues to orders and track details.
  • Issue Search & Resolution: Review, update, and resolve issues.
  • Reporting: Access cost reports and issue summary reports.

Benefits of Issue Tracking:

  • Centralized visibility of issues.
  • Improved communication between departments.
  • Accountability and cost tracking for operational errors.

✅ Step-by-Step Guide: Issue Tracking in Midnight

1. Access Admin Settings

  • Click the Admin icon.
  • Expand Issues.
  • Configure:
    • Issue Types: Add or edit types (e.g., Equipment, Finishing, Material, Prepress, Printing).
      • Tip: Use department-based categories for easy identification.
      • Note: Cannot delete/deactivate if previously used.
    • Issue Statuses: Add or edit statuses (e.g., Open, In Progress, Resolved).

2. Configure Global Settings

  • Navigate to Global Settings → Estimates/Orders.
  • Locate Issue Tracking Auto Email Notification.
  • Add email addresses for notifications:
    • Separate by commas (no spaces).
    • Max character limit: 255.

3. Set Up User Defined Fields (UDFs)

  • Go to User Defined Fields → Module: Issue.
  • Add custom fields (e.g., “Charge Back Category”) for additional data capture.

4. Log an Issue for an Order

  • Open Orders and select the desired order (e.g., #220382).
  • Use QuickLinks → Issue Tracking.
  • Fill in:
    • Service & Department (optional but recommended).
    • Issue Type (from Admin setup).
    • Expected Quantity (auto-populates; adjust if needed).
    • Status (Open, In Progress, etc.).
    • Credit Amount / Issue Cost (if qualified).
    • UDFs (e.g., Charge Back Category).
    • Description & Resolution (detailed notes).
  • Click Save & Close.

5. Search & Resolve Issues

  • Use QuickLinks → Issue Search.
  • Filter unresolved issues.
  • Select an issue to review:
    • Add Credit Amount or Issue Cost.
    • Update Status to Resolved.
  • Save changes.

6. Review Cost Impact

  • Open the Order Cost Report:
    • Issue cost appears in the header.
    • Detailed issue info listed below.

7. Generate Reports

  • Go to Reports → Production Report: Issue / Resolution Summary.
  • Filter by:
    • Issue Status.
    • Date Range.
  • View:
    • Detailed issue info.
    • Total issue costs for the selected period.

 

✅ Summary

Issue Tracking in Midnight is a powerful tool for maintaining operational efficiency, reducing errors, and providing actionable insights.

Related Reports: 

Order Reports > Order: Cost Report

Production Reports > Production: Issue / Resolution Summary

Job Costing / Profitability Reports > Job Costing: Order Detail Analysis Report

 

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