Overview
The Issue module lets project members record, assign, track, and resolve issues that arise on site or during construction β for example technical defects, non-conformance reports (NCR), remedial items, or points to watch.
Getting Started
Prerequisites
Create an Issue
Record a new issue β a defect, an NCR, a remedial item, or any point to watch β and assign it to the person who must resolve it.
The Issue List
The list screen displays all issues of the project in a compact, high-density table designed for fast scanning (more than 20 rows at once).
Filter & Search
Prerequisites: none β all project members can filter and search the issues they are allowed to see.
The Detail Panel
Click any row in the issue list to open the detail panel in the right column. It occupies about a quarter of the screen and can be expanded to full screen.
Workflow Actions
Move an issue through its lifecycle with seven actions: Open (automatic on creation), Complete, Close, Cancel, Reassign, Update, and Reopen.
Bulk Actions
Apply the same action to many issues at once.
Edit an Issue (Inline Editing)
Correct or update an issue's content directly in the detail panel β without going through a workflow action dialog.
Privacy
An issue has two visibility levels:
Email Notifications & COB
How notifications work