Issues
The project manager creates an issue to track delays due to the weather.
- On the navigation toolbar, click .
- Click Document Control > Issues.
—Or—
Open the project home page.
Create a basic record in the Create panel, or create a record with detailed information in the full form.
- Required fields are marked with an asterisk (*) but aren't enforced for records that use the Draft workflow status.
- For draft records, you can't edit the Number field. For non-draft records, the field is editable, or it's automatically completed after you sync your data.
- Duplicate numbers aren't checked until after synchronization. You can edit the number in the iPad record and then sync your data again.
- If the right-side panel is closed in the Issues view, click info (Information) on the navigation toolbar.
- On the navigation toolbar, click add_circle (Create). A draft record is saved immediately in the record view.
- In the Create panel, enter the record details.
- To change the workflow status, select an option from the list.
- To add a location, click the Location field, select a parent or child location, and then click Apply.
- To add an assignment, click Add in the Assigned To section, select the name, and then set a due date.
- To add a courtesy copy, click Add in the Courtesy Copies section, and then select the name.
- In the comments field, enter a comment, click link (Links) to link items, and then click (Send).
- Click save (Save).
You can open the full record to enter additional details, link items to it, and share it with other people.
- On the navigation toolbar, click add_circle (Create).
- To open the full form, click aspect_ratio (Expand).
- In the Subject field at the top-left, enter the subject.
- In the Information panel, enter the record details.
- To change the workflow status, select an option from the list.
- To add a location, click the Location field, select a parent or child location, and then click Apply.
- To add an assignment, click Add in the Assigned To section, select the name, and then set a due date.
- To add a courtesy copy, click Add in the Courtesy Copies section, and then select the name.
- On the Comments tab, enter a comment, click link (Links) to link items, and then click (Send).
- On the Impact tab, enter the impact of the issue.
- To set who has access to the record, click group (Sharing), and then select an option.
- To link an item to the record, click link (Links), click add (Add), and then select the item type.
- To save the changes and keep the record open, click save (Save).
—Or—
To save the changes and close the record, click arrow_back Done.