Ways to triage issues in Polaris

In the issue list you can triage issues in several ways:

Triage individual issues
Batch triage by manually selecting multiple issues
Batch triage by filtering
Triage all

You'll need to use all of these, so we explain each approach in this page.

Note the following when triaging issues:

If the same issue is detected in multiple branches of a project, you only need to triage it once. Triage actions (which can include setting or changing fix-by dates) are automatically applied across branches in a project.
Important: Duplicate SCA issues may appear in the issues table. This occurs when the same issue is captured in separate package manager and signature analysis tests of the same branch. Duplicate SCA issues must be triaged separately.
Component triage (see Ways to triage components in Polaris) can affect your results.
- When you exclude a component, any non-dismissed issues derived from the component are automatically dismissed.
- When you include a component, any issues related to the component that has been previously dismissed automatically, are now set to the default state (not triaged).
  Note: View components excluded on the Issues page by going to Filters > Triage Status > Dismissed > Components Excluded.
If your organization uses a triage approval workflow, certain changes may require approval to take effect. After you triage an issue, the pending approval icon appears next to changes that require approval. See Set up triage approval workflows for more information.
Dismissed issues and excluded components (via issue and component triage) are not included in reports and dashboards. After you triage an issue (and approve the change, if required), it can take up to 60 minutes for the change to affect reports and dashboards.

Triage individual issues

You might decide to review an issue independently to decide whether to dismiss it. In such cases, you can triage a single issue from within the issue view.

Select an issue to triage with the checkbox on the left side of the list.
Click Triage Selected.
The Triage Selected Issue panel opens.
1. (Optional) Use the Owner dropdown menu to assign the issue to yourself or another user with access to the project.
2. (Optional) Choose a Triage Status from the dropdown menu.
  If you select Dismissed, the Reason for Dismissal dropdown menu appears. Select a dismissal reason.
3. Enter a comment that describes the change you made in the Comment field.
  
  Note: Depending on your approval workflow, this may be optional. A comment is always required when you set Triage Status to Dismissed and Reason for Dismissal to Other.
4. (Optional) Set, change, or clear the issue's fix-by date.
  - To change the issue's fix-by date, select Specific Date with the Fix-By Date dropdown menu, and then select a date.
    Note: When you manually set or change an issue's fix-by date, the fix-by time is set to 5:00 PM in your local timezone.
  - To clear the issue's fix-by date, select No Date with the Fix-By Date dropdown menu.
Click Save.

Important: If your organization uses a triage approval workflow, certain changes may require approval to take effect. After you triage an issue, the pending approval icon appears next to changes that require approval. See Set up triage approval workflows for more information.

Batch triage by manually selecting multiple issues

You can triage multiple issues you select manually.

Select issues to triage with the checkboxes on the left side of the list.
Click Triage Selected.
The Triage Selected Issues panel opens.
1. (Optional) Use the Owner dropdown menu to assign the issues to yourself or another user with access to the project.
2. (Optional) Choose a Triage Status from the dropdown menu.
  If you select Dismissed, the Reason for Dismissal dropdown menu appears. Select a dismissal reason.
3. Enter a comment that describes the change you made in the Comment field.
  
  Note: Depending on your approval workflow, this may be optional. A comment is always required when you set Triage Status to Dismissed and Reason for Dismissal to Other.
4. (Optional) Set, change, or clear the issues' fix-by date.
  - To set or change the issues' fix-by date, select Specific Date with the Fix-By Date dropdown menu, and then select a date.
    Note: When you manually set or change an issue's fix-by date, the fix-by time is set to 5:00 PM in your local timezone.
  - To clear the issues' fix-by date, select No Date with the Fix-By Date dropdown menu.
Click Save.
The triage options you selected are applied to all the issues you selected.
Important: If your organization uses a triage approval workflow, certain changes may require approval to take effect. After you triage an issue, the pending approval icon appears next to changes that require approval. See Set up triage approval workflows for more information.

Batch triage by filtering

You can triage multiple issues you select with filters.

Apply filters to identify issues to triage:
1. Click the filter icon.
  The filters panel opens.
2. Expand filter categories and use the checkboxes to apply filters, as required.
  
  Tip: The quantity of matching issues appears in parenthesis next to each filter.
Click Triage All.
The Triage Selected Issues panel opens.
1. (Optional) Use the Owner dropdown menu to assign the issue to yourself or another user with access to the project.
2. (Optional) Choose a Triage Status from the dropdown menu.
  If you select Dismissed, the Reason for Dismissal dropdown menu appears. Select a dismissal reason.
3. Enter a comment that describes the change you made in the Comment field.
  
  Note: Depending on your approval workflow, this may be optional. A comment is always required when you set Triage Status to Dismissed and Reason for Dismissal to Other.
4. (Optional) Set, change, or clear the issues' fix-by date.
  - To set or change the issues' fix-by date, select Specific Date with the Fix-By Date dropdown menu, and then select a date.
    Note: When you manually set or change an issue's fix-by date, the fix-by time is set to 5:00 PM in your local timezone.
  - To clear the issues' fix-by date, select No Date with the Fix-By Date dropdown menu.
Click Save.
The triage options you selected are applied to all the issues you selected.
Important: If your organization uses a triage approval workflow, certain changes may require approval to take effect. After you triage an issue, the pending approval icon appears next to changes that require approval. See Set up triage approval workflows for more information.

Find triage history

Triage events are saved, and can be reviewed later. See View issue history for more information.