Add an issue

Step 1: Enter the general issue information

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Daily Logs under the Documentation section.
3. Select Actions > Add Manually.
4. Optionally, update the Project number if needed.
5. Optionally, update the Issue Date.

   The default value is today's date.

6. Optionally, update the Issue Number.

   Sage Construction Management automatically generates the comply notice number, but it can be modified.

7. Enter a brief Subject.
8. Optionally, select an issue Type.

   This value can be used to filter or sort records. Admins can add options in Settings > Feature Settings > Correspondence.

9. Select the Priority.
10. Optionally, select or enter the Due Date. This date will be marked on the Correspondence Calendar and on the Home page's Alerts tab.
11. In the Coordinated By section, select the Company, the Address Type, and, optionally, the Contact.

    The company dropdown is populated from the project directory. In most cases, your firm will be referenced in the Coordinated By section.

12. Optionally, enter the Description of the issue.
13. Optionally, enter or select one or more of the following References as needed:
    • Prime Contract #
    • CPR / CO #
    • Subcontract #
    • SCO #
    • Drawing
    • Location
    • Spec. Section
    • Other
14. Select Next.

Step 2: Select the companies and contacts involved in the issue

Before importing companies and contacts into the issue, they must already exist in the Contact Management module and be listed in the project directory.

If you do not prefer to import companies and contacts in this step, select Skip.

1. Optionally, use the Search field to filter the company and contact listing.
2. Select one or more companies and contacts from the list that will be added to the issue.
3. Select Add & Next.

   Alternatively, select Add if you're using the Search field and want to continue adding additional entries before moving to the next step.

Step 3: Add or import issue items

You can either enter manually or import items that relate to the issue.

If you do not prefer to add or import items in this step, select Skip.

1. To enter items manually, in the Items section do the following for each item:
   1. Optionally, update the Item #.
   2. Enter a Description.
   3. Optionally, enter the Date, Financial Impact, and Reference as needed.
2. To add more items, select Add New Line.
3. To import items, do the following:
   1. Select Import Items and select one of the following options:
      • Import Daily Log References
      • Import Journal References
      • Import Permit References
      • Import Punchlist References
      • Import RFI References
      • Import Submittal References
   2. Optionally, in the import form, select the From and To Date to filter the list by date.
   3. Optionally, use the Search field to filter the list based on a specific keyword or phrase.
   4. Select one or more records from the list.
   5. Select Add & Next.

      Alternatively, select Add if you're using the Search field and want to continue adding additional entries before moving to the next step.

4. Select Add & Next.

Step 4: Add or link files

You can upload and link files, such as images or PDF documents, that are relevant to the issue.

If you do not prefer to add or upload files in this step, select Skip and Finish.

1. To upload files from your local drive, select one or more files on your local hard drive and drag them to the Drag files here section.

   Alternatively, select Add to find and upload files from your local drive.

2. To link existing files that have already been uploaded to Sage Construction Management, do the following:
   1. Select Link Existing Files and select one of the following options:
      • Drawings & Specs
      • Photos
      • All Other Records

   2. If applicable, use the Feature Name dropdown in the dialog to filter the results.

      If All Other Records is selected, the dropdown lists only features with existing linked files.

   3. Select one or more files from the list.
   4. Select Link & Close.

      These files will be added automatically to the record and will not be shown in the Drag Local Files section.

      You can only link existing files that were uploaded to records within the same project or lead.
3. Select Add and Finish.