Edit An Issue

Edit Header Information

  1. At the Issue listing, click on the Issue # to view the details.
  2. Click Edit.
  3. Edit the Header information as needed.
  4. Click Save or Save and Close in the footer.

Edit Issue Items

  1. Navigate to the Issue Items section on the read-only form.
  2. Click Edit.
  3. Edit line items as needed.
  4. Click Save.

Import Issue Items

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

Edit Companies Involved

Edit Sent and Responded Date Fields Only:

  1. Navigate to the Companies Involved section on the read-only form.
  2. Click the pencil icon to the right of the Companies Involved heading.
  3. Update the Sent or Responded Date as needed.
  4. Click Save.

Edit Company Details Including Response or Comments:

  1. Navigate to the Companies Involved section on the read-only form.
  2. Click on the Company Name. This is a hyperlink and will redirect to the Company Details form.
  3. Update any of the date and response fields.
  4. Click Save or Save and Close.

Add a Company and Contact to Companies Involved Section

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.

  1. Navigate to the Companies Involved section on the read-only form.
  2. Click the Import Company / Contact button shown above the grid and to the right.
  3. Optional: Use the Seach box to filter the company and contact listing.
  4. Click the checkbox next to the companies and contacts that will be added to the Issue.
  5. Click the Add or Add and Close button in the footer. The Add button would be applicable when using the Search box.

Upload or Link Additional Files

Files such as images or PDFs that pertain to the Issue can be uploaded and linked to the record.

Upload Files from Local Hard Drive:

  1. Navigate to the Linked Files section on the read-only form.
  2. Select one or more files on your local hard drive and drag them to the Drag files here section or use the Add button shown on the right.

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.