split clone issues.md
Split / Clone Issues
Overview
When a large issue contains many parts, not all inventory needs to be treated the same way. Splitting inventory into detailed issue tickets allows teams to apply the right disposition to the right parts—for example, scrapping defective pieces while reworking others that can be repaired and returned to production. This flexibility ensures that inventory is not lumped into a one-size-fits-all decision, reducing unnecessary waste and enabling faster resolution.
The split workflow maintains full traceability by linking detailed tickets back to the original issue. Key fields, such as cause or condition, can be copied to ensure consistency, while each new ticket holds its own inventory assignments, quantities, and notes. This structured approach gives teams a clear, tabular view of related issues, helping them quickly navigate across hundreds of parts and resolve them with the appropriate teams. The result is better control, faster decision-making, and improved overall quality management.
Procedure for Splitting Inventory Issues into Detailed Tickets
Key Steps
1. Understanding the Need for Splitting Issues 0:00
- Identify when an issue contains multiple inventory items with varying conditions.
- Recognize the need to handle different items (e.g., scrap vs. rework) separately.
2. Accessing the Issue Menu 0:39
- Open the issue ticket that contains the inventory.
- Navigate to the menu to clone or split the issue.
3. Creating Detailed Tickets 1:03
- Use the left-to-right flow to add a new ticket for the specific inventory disposition.
- Specify the type of disposition (e.g., scrap, rework) for the new ticket.
4. Adding Notes and Disposition Type 1:36
- Include brief notes explaining the reason for the disposition.
- Select the appropriate disposition type from the options provided.
- Select what fields you want to copy over to the new issues from the Copy Settings menu.
5. Selecting Inventory for the New Ticket 2:00
- Highlight the inventory items to be included in the new ticket by dragging or clicking.
- Use command-click to select multiple items if needed.
6. Adjusting Inventory Quantities 2:40
- If using a lot tracker, adjust the quantity of inventory being assigned to the new ticket.
7. Removing and Assigning Inventory 3:05
- Click 'remove and assign' to transfer the selected inventory from the source ticket to the new ticket.
8. Creating Additional Tickets as Needed 3:37
- Repeat the process to create additional tickets for other dispositions (e.g., rework) as necessary.
9. Verifying Inventory Changes 4:41
- Check the original issue to confirm that the inventory quantities have been updated accordingly.
10. Reviewing Related Issues 5:12
- Navigate to related issues for traceability and to view the status and details of each ticket.
11. Copying Settings and Attributes 5:34
- View the data specified within the copy settings menu of the Split / Cline issues window is now copied over to the newly created detail issues.
12. Final Review and Navigation 6:03
- Confirm that all changes are correctly reflected and that navigation between related issues is clear.