Manage an issue or proceeding

Define the finish line

Name the issue in plain language, set priority and status, add real deadlines, and state the organization position using the available controlled values.

Build the connected record

Connect stakeholders and interactions so the issue page explains both policy status and relationship strategy.

1. 1Create the issue or proceeding.
2. 2Set priority, status, jurisdiction, docket, deadlines, and hearing dates.
3. 3Describe the desired outcome in notes.
4. 4Connect relevant contacts through their records or interactions.
5. 5Update when material movement occurs.