Issues

Use the issues form to track concerns that could impact your project. For example, issues might include incomplete drawings or incorrect materials.

For information on how to search, sort, and filter the Issues list, see Filter, Sort, and Search

License: Certain actions, such as adding issue records, require a license as well as security permission. Contact your project administrator if you are unable to perform some actions using the mobile app.

Required fields:

  • If auto-numbering is on, numbers are assigned to issue records with non-draft statuses when they're synced to the database.
  • Required fields are marked with an asterisk (*) and are enforced for non-draft records.

Workflow statuses:

  • Draft issue records are only visible to the user who created them.
  • Issue records can't be changed back to the Draft status.
  • When an assignment or courtesy copy is added to a draft issue record, the status changes automatically to the next workflow status. This is set at the record settings level by your administrator.
  • Issue records with a locked status can't be edited or deleted.
Issues List view
  1. Record status
  2. Record number
  3. Subject
  4. Downloads all the drawings or files linked to this Issue. Any new links will be automatically downloaded when the project is synced.
  5. Sub-menu: duplicate
  6. Latest comment
  7. Due date
  8. Assignee information
  9. Referenced records or drawings
Issues Record view
  1. Duplicate the record
  2. Save the record
  3. Number - Not visible in Draft mode if issues are set to auto-increment (web > general settings)
  4. Record status
  5. Subject
  6. Description of the issue
  7. Select to only download this file
  8. Pinned / linked drawing. Select the thumbnail to view
  9. Link (Pin) to drawings, photos, or videos.
  10. Number of attachments

Creating

  1. In the Issues list view, select Add button.
  2. Enter a subject.
  3. Enter a description.
  4. To add assignments, select Assign.

    5. —Or—

    To send courtesy copies, select CC.

  5. Enter additional details and information, then select save icon.
  1. In the Issues list view, select the issue.
  2. To start a conversation, select the Comments section, enter your comment, then select Add.

    3. —Or—

    If replying to a comment, select Comment(s), enter your comment, then select Add.

  3. Select save icon.

  • To duplicate issues, see Duplicate Record. Note that courtesy copies, comments, assignments, and links aren't copied to the new issue.

Editing

  1. In the Location box, select >.
  2. Choose a location from the list.

    3. The location hierarchy is set in the web application.

  3. Select Select.
  4. Select save icon.

Linking / Attaching