01What it is
An issue belongs to a project and can point to a unit and a job. It has a type, a priority, a schedule impact, an assignee and a due date.
The workflow is fixed: open, in progress, resolved, closed. Resolving requires a description of what was done. Reopening clears the repair date and description; the old text stays in the history.
A resolved issue cannot be deleted, because six months later it is the evidence that the work was done.
- TYPES
- Safety incident, defect, hazard, obstruction, missing material, other.
- SCHEDULE IMPACT
- No impact, risk of delay or delay.
- WHERE
- Project, unit and job in one path.
02What it is for
Nothing left hanging
The Overdue tile and the overdue issue notification.
Protect the deadline
A separate filter for issues that affect the project deadline.
Know who worked there
The record shows assigned teams and confirmed attendance from before the issue.
Arguments for a dispute
Customer acceptances and earlier repairs in the same unit.
03Main options
Issues is a list with filters, the issue form and a record with tabs that answer the questions asked in a dispute.
What is wrong and how urgent it is
Tiles: Unfinished, Overdue, Critical and Move the deadline.
- Filters: project, status, priority and due date
- Due: only unfinished, overdue, within 7 days, with schedule impact, no due date
- Search by title, description and repair description
An issue starts as open
Title and project are required; the rest narrows down the place and weight.
- Unit or Whole project, job or No job
- Type, priority from low to critical, schedule impact
- Assignee, due date and description: what you see, since when, who noticed
Answers to three questions
Who did the work, when it was accepted and what has already been repaired in that place.
- Tabs: Overview, Who worked, Acceptances, Earlier repairs, History
- Photos and documents of the issue
- The Remedial task panel: create a task with a job and a date
04Tasks step by step
- STEP 1Open Modules › Team on site › Issues and choose New issue.
- STEP 2Enter a title, for example Crack in the skim coat, living room, window wall.
- STEP 3Pick the project, unit and job, set the type Defect, the priority and the due date.
- STEP 4Save. The issue is open.
- STEP 1On the issue record, in the Overview tab, use the Remedial task panel and choose Create task.
- STEP 2In the record menu choose Start working on issue to mark it as in progress.
- STEP 1In the record menu choose Resolve issue.
- STEP 2Describe what was done, for example plaster removed, made good and painted.
- STEP 3Once checked, choose Close issue.
05Actions
The most common tasks around issues.
New issue
A defect, hazard or shortage.
Start working
The issue moves to in progress.
Resolve issue
With a description of what was done.
Close issue
Once the fix is checked.
Create task
A remedial task with a job and date.
Reopen issue
When the problem comes back.
06What it connects to
Choose a module to see where the issue record takes its data from.
Tasks
A remedial task is created from the issue record and blocks deleting the issue.
Go to the topicTasksTeams
The Who worked tab shows teams assigned in the days before the issue.
Go to the topicTeamsAttendance
Confirmed attendance is what actually happened, separate from the plan.
Go to the topicAttendanceCustomer approvals
The Acceptances tab shows customer approvals with the decision date.
Go to the topicCustomer approvalsMarkers on plans
A defect can also be marked as a point on the unit plan.
Go to the topicMarkers on plans