Add an Issue

Step 1: General Issue Information

1. Click the Projects icon on the left menu.
2. Select the Project in the Quick Select section.
3. On the Projects menu, select Issues.
4. Click the Actions button on the far right.
5. Click Add Manually option from the drop-down menu.
6. In the data entry form, the Project # should be selected already but can be changed.
7. The Issue # and Date are auto-generated but can be modified.
8. Enter a brief Subject.
9. Optional: Select an Issue Type. This field can be used for filtering or sorting records. Admins can add options in Settings | Feature Settings | Correspondence | Issue Types.
10. Select the Priority.
11. Optional: Select or enter the Due Date. This will appear in the Correspondence Calendar and as an Alert (see bell icon at top of main menu).
12. Select the Coordinated By Company and Contact:
    Required Fields:
    • Company
    • Address Type
    Optional Fields:
    • Contact
    Note: The company drop-down will be the Project Directory. Typically, your firm will be referenced in the Coordinated By section.
    
13. Enter the Description of the Issue.
14. Optional: Enter or Select References. The magnifying glass icon next to certain fields can be used to select an existing record.
    • Prime Contract #
    • CPR / CO #
    • Subcontract #
    • SCO #
    • Drawing
    • Location
    • Spec. Section
    • Other
15. Click the Next button.

Step 2: Select Companies and Contacts Involved in Issue

Companies and Contacts that are involved in the Issue must exist in the Contact Management module and be referenced in the Project Directory prior to importing. If company contacts are not going to be imported at this time, please use the Skip button shown in the footer.

1. Optional: Use the Seach box to filter the company and contact listing.
2. Click the checkbox next to the companies and contacts that will be added to the Issue.
3. Click the Add and Next or Add button in the footer. The latter would be applicable when using the Search box.

Step 3: Add or Import Issue Items

Items that relate to the Issue can be entered manually or imported. If items will be added later, please use the Skip button shown in the footer.

Enter Items Manually:

1. Navigate to the first row.
2. Enter the Item #, Description, and Financial Impact. Date and Reference fields are optional.
3. Repeat the last step for other items.
4. Click the Add and Next button shown below the grid if no items will be imported during this step. Otherwise, use the import options in the drop-down menu shown above the grid. These functions will save manually entered items as long as Item # and Description fields are filled out.

Import Items:

1. Click the Import Items drop-down shown above the grid and to the right.
2. 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
3. Optional: In the Import form, select the From and To Date then click the Filter button.
4. Optional: Use the Search box to filter existing records.
5. Select one or more records using the checkbox on the left.
6. Click the Add or Add and Next button shown below the grid.

Step 4: Linked Files

Files such as images or PDFs that pertain to the Issue can be uploaded and linked to the record. If files will not be added or uploaded at this time, please use the Skip button shown in the footer.

Upload Files from Local Hard Drive:

1. Select one or more files on your local hard drive and drag them to the Drag files here section or use the Select Local Files button shown on the right.
2. Click the Add and Finish button.

Link Existing Files that have already been uploaded to the system:

1. Click the Link Existing Files button on the right.
2. Select the View
   • Current Project / Feature
   • Current Project Drawings and Specifications
3. Select the Feature
4. Select one or more files listed in the grid using the checkbox on the left.
5. Click the Link and Close button below the grid. These files will be added automatically to the record and will not be shown in the Drag Local Files section.
6. Click the Skip and Finish button below the grid.