Edit an issue

Edit the header information

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Issues under the Correspondence section.
3. At the issue listing page, select the issue number to view the details.
4. Select Edit.
5. Enter of modify the information under the following sections as needed:
   1. General Information
   2. Coordinated By
   3. Description
   4. References
   5. Resolution and Close Status
6. Select Save or Save & Close.

Edit the issue items

1. In the Issue Items section, select Edit List.
2. Edit the item information as needed.
3. Select Save.

Import issue items

1. In the Issue Items section, select Add / Import Items.
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. Optionally, in the import form, select the From and To Date, if applicable, to filter the list.
4. Optionally, use the Search to filter the list.
5. Select one or more items from the list.
6. Select Add or Add & Close.

Add or edit the companies involved

• To add a company, do the following:

  1. In the Companies Involved section, select Import Company / Contact.
  2. Optionally, use the Search box to filter the company and contact listing.
  3. Select the companies and contacts that will be added to the issue.
  4. Select Add or Add & Close.
  Companies and contacts involved in the issue must already exist in the Contact Management module and be listed in the project directory before import.

• To edit the Sent and Responded Date fields only, do the following:

  1. In the Companies Involved section, select Edit.
  2. Update the Sent or Responded Date for each company as needed.
  3. Select Save.

• To edit the company information, including the response, do the following:

  1. In the Companies Involved section, select the company name.
  2. Update the available fields as needed.
  3. Select Save or Save & Close.

Upload or link additional files

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

1. To upload files from your local drive, select one or more files from your drive and drag them to the Drag files here area within the Linked Files 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 under the Linked Files section:
   1. Select Link Existing and select one of the following options:
      • Drawings & Specs
      • Photos
      • All other records
   2. Optionally, select the Feature Name to filter the results, if applicable.
   3. Select one or more files from the list.
   4. Select Link & Close.