Edit Project Documents: Issues

Overview

Accessing Project Documents: Issues

1. Navigate to Jobs > Project Documents from the main menu.
2. Click the Issues tab.

Creating a New Issue

From the Issues screen:

1. Click the Add New button. A pop-up window will display.
2. Select the job from the dropdown menu.
3. Click Add New to add an issue to the selected job. The Issue List screen with blank fields will display.
4. Add issue content.
5. Click the Save button to save the information, or the Save & Close button to save the information and return to the Issues screen.

Editing an Issue

Each issue in project documents contains eight different tabs. The General info screen is the first edit screen to appear (Figure 1). Navigate to the other edit document screens by using the tabs under the title (Yellow box Fig. 1):

• General info (Fig. 1)
• Costs
• Issue Responses
• Distribution
• Notes
• Attachments
• Email
• Audit log

Note: To edit issue information, the issue must be in either the Open or Sent status AND you are either the preparer, assigness, creator, or distribution list.

Figure 1

Edit Issue List: General Tab

From the Issue List - General tab:

1. Edit existing information in dropdown options and Description text field.
2. Click the Save button to save the information, or the Save & Close button (green box in Figure 1) to save the information and return to the previous screen.

Edit the Assignee

From the Issue List - General tab:

1. Click the Edit icon in the "Assigned To" field (purple box in Figure 1). The Issue - To: Information screen will load (Figure 2).
2. Select a new contact via the dropdown or enter a new contact using the +/Add button (purple box in Figure 2). 
3. Click the Save button to save the information, or the Save & Close button (green box in Figure 2) to save the information and return to the previous screen.

Edit the Issue - To: Information

• To completely clear and start from nothing for the assignee, press the Clear Button (red box in Figure 2). 
• To change assigned individuals’ company or add a new one, click the Edit or +/Add buttons (orange box in Figure 2). 

Figure 2

Edit Issue List - Costs Tab

Add Costs

1. Select Category from drop down (red box in Figure 3).
   1. Edit Categories Article
2. Select Item from drop down. (yellow box in Figure 3).
   1. Edit Items Article
3. Fill in the Cost field.
4. Fill in the Description of the line item.
5. Press “+” button to add the line of cost information (purple box Figure 3).
6. Click the Save button to save the information, or the Save & Close button (green box in Figure 3) to save the information and return to the previous screen.

Figure 3

Edit Issue List - Issue Response Tab

The Issue response tab has one box for entering the response for handling the issue.

Edit Issue List - Distribution Tab

The Distribution list can be used to show everyone involved with the issue and is used for emails. 

• Remove a contact: Click the corresponding “X” Button (Red box Figure 4).
• Add a contact or multiple contacts: Click the “+” Button (Green box Figure 4). This will take you to the standard Contact search screen with the exception that it will check boxes along the first column, where you can check all contacts you wish to add, then press save to add them.

Figure 4

Edit Issue List - Notes Tab

This is the standard notes menu, see the link for documentation

http://support.concretevision.com/documentation/notes/

Edit Issue List - Attachments Tab

This is the standard Attachments menu, see link for documentation

http://support.concretevision.com/documentation/attachments/

Edit Issue List - Email Tab

The Email tab displays a list of all emails sent regarding the issue.

• View email details using the View/folder icon (Orange box Figure 5).
• Download attachment by clicking the pdf link (Green box Figure 5). 
• Sort the list of email using the blue headers (Purple boxes Figure 5), to sort by Date, From, or Subject.

Note: Emails can only be sent from the documents main page if the Issue status is NOT either Open or Closed.

Figure 5

Edit Issue List - Audit Log Tab

This table shows a list of all changes that have been made.