Issues Overview
In This Article
List Overview
The issues log is accessible via the Issues dropdown in the project navbar, consisting of a header, a filter sidebar, and a filtered list. Issues are always associated with a parent item, such as a checklist, test, field observation, or meeting. Under the Issues Tab are Design Issues, Construction Issues, All Issues, My Design Issue, My Construction Issues and My Issues.
- Design Issues contains all issues related to the Design Phase.
- Construction Issues contains all issues related to the Construction Phase.
- All Issues contains both Design and Construction Issues.
- My Design Issues opens the Design Issues log pre-filtered by assignment to the user, their role, or their company.
- My Construction Issues opens the Construction Issues log pre-filtered by assignment to the user, their role, or their company.
- My Issues opens the All Issues log pre-filtered by assignment to the user, their role, or their company.
List Header
The list header summarizes the filtered results and includes add new, import, export, email, PDF, and sort buttons.
- Update via Import - update existing issues via spreadsheet import.
- Export - generates a spreadsheet summary of the filtered results.
- Email - forward a link to the current page via email.
- PDF - generate a PDF report of the filtered results; press the gear icon to modify PDF settings.
- Sort - dropdown of available sorts; click an applied sort to reverse its order, and hold shift to combine two sorts.
- Add New - opens the add issue modal; values can be edited later.
- Select Report (Required) - issues require a parent source item; select an existing report, or create one to be associated with this issue.
- Select Issue Preset - select a preset to autofill the form with the selected preset's values; presets are managed from the project's Settings page.
- Description (Required) - required text message detailing the issue.
- Priority - the urgency level of the issue; priorities are customizable from the project's Settings page.
- Assigned To - the party responsible for issue resolution; can be assigned to an individual person, a role, or a company.
- Asset - the primary asset associated with this issue; can select any individual equipment, equipment type, system, or location.
- Discipline - the discipline that this issue falls under; disciplines are customizable from the project's Settings page.
- Type - the nature of the issue; issue types are customizable from the project's Settings page.
- Drawing - if applicable, the name of the drawing that relates to this issue.
- Due Date - a deadline for this issue's resolution.
- Add Issue Attribute - a section for recording customizable values related to this issue.
- Recommended Action - a text message outlining the recommended course of action; will automatically be added as the issue's first comment.
- Files - a section to upload any files related to this issue.
Filter Sidebar
The sidebar on the left includes a searchbar and various filters.
Searches
The dropdown on the left of the searchbar allows users to specify if the term is searched in the issues' major fields or a specific attribute. Multiple searches are OR'd together; use a single search with spaces between each value to AND the terms together. In the example below, searching "chk" and then searching "1" will filter to any issues containing "chk" OR "1" in its major fields.
In the example below, searching "chk 1" will filter to any issues containing "chk" AND "1" in its major fields.
Filters
Applied filters will appear highlighted; press the "X" to the right to remove a filter. Selecting multiple values from the same filter will OR the filters together. Selected values from different filters will AND the filters together. The example below will filter to issues that have a status of "Open" OR "Pending".
The example below will filter to issues that were created from a checklist AND that have a status of "Open" OR "Pending".
Multi-Select Filters
Shows all possible values for filter selection; can select multiple values. 
- Status - filters on the current status of the issue.
- Source - filters on the section of the issue's parent.
- Priority - filters on the issue's priority.
- Discipline - filters on the issue's discipline.
- Type - filters on the issue's type.
- Equipment Status - filters on the status of the issue's related equipment.
Dropdown Filters
Behaves the same as Multi-Select filters, but a searchable dropdown is used instead for fields with a larger number of possible values. 
- Assigned To - filters on the issue's assigned party; can be a person, role, or company.
- Created By - filters on the issue's author; can be a person, role, or company.
- Location - filters on the issue's related locations (automatically calculated based on assigned asset).
- Equipment - filters on the issue's related equipment; also includes equipment types and systems.
- Area Served - filters on the locations that the issue's assigned asset serves.
Date Filters
Date-related filters that use a calendar to select a pre-defined date range relative to the current date, or a custom date range; multiple date ranges can be applied for an individual filter.
- Date Identified - filter on the date that an issue was created.
- Date Updated - filter on the date that an issue was last updated.
- Date Closed - filter on the date that an issue was set to a closing status.
- Due Date - filter on an issue's due date.
Item List
Contains select all, deselect all, paging options, and the filtered list of items. Click the name of the issue in the top left or the View Details button to the bottom right to open its detail page. Click the checkbox to the top left of an item card to select it for batch actions.
Batch Actions
Available via the batch action bar at the top of the list after selecting items; batch actions are applied to all selected items.
- Edit - can be used to edit the following major fields: Priority, Discipline, Type, Drawing, Due Date, or Asset.
- Delete - deletes the selected items.
- Export - generate a spreadsheet export of the selected items.
- Assign To - change the assignment of the selected items; can be a person, role, or company.
- Select Status - change the status of the selected items.
- Attributes - a dropdown to modify the attributes of the selected items; includes separate options for adding, editing, and deleting attributes.
- PDF - generate a PDF report of the selected items.
Item Card
Issues are represented in the list view with item cards. The issue item card includes the issue's major fields, an Actions dropdown and Watch button to the top right, and expandable subsections for its Comments, Files, and Attributes.
Actions Dropdown
- Change Status - update the status of the issue.
- Assign To - change the issue's assignment; can be a person, role, or company.
- Comment - add a comment to the issue.
- Edit - edit the issue's major fields.
- Delete - delete the issue.
Comments
Displays the issues comments from newest to oldest. Comments can be added, edited, or deleted.
Files
Displays the issues attached files. Files can be uploaded or previewed. The file previewer includes additional options to rename or delete the file.
Attributes
Displays the issues associated attributes. No actions are available in this subview.
Detail Overview
The detail page includes a header and expandable subsections for lines, issues, files, collaborators, and history. The header includes the number, name, status, priority, and issue navigation buttons on the left; status, assignment, delete, edit, watch, export, email and pdf buttons are on the right; the rest of the issue's information is displayed below, including its major fields, related asset tree, source item, and author.
Comments
A subsection that can be used to discuss the issue through text-based messages. Comments can be added, edited, or deleted using the Add Comment, Edit, and Delete buttons respectively.
Attributes
A list of the issue's attributes. Attributes can be added, edited, or deleted using the Add, Delete, and Edit buttons respectively.
Press the "i" icon to view an attribute's history.
To add a new attribute, select an attribute from the dropdown and enter its value. The list of available issue attributes can be managed from the project's Settings page. Users with the appropriate permissions can add to the project's issue attributes list using the "+" button.
Files
A list of files uploaded to this issue. Drag and drop files or click inside the dashed box to select files to upload. Image files will appear as thumbnails in a grid at the top. Any other files will be listed at the bottom with their file name, uploader, file size, and upload date. Click the checkbox to the left of a file to select it for batch actions. Available batch actions are Delete, Move, and Tag.
Click a file to preview it. Available file actions inside the previewer are Rename, Delete, and Download. The Prev, Next, and file dropdown buttons are used to navigate between files. Applicable file types can also be annotated. Using the rectangle or ellipse options will highlight the enclosed content in the Callouts subsection.
Callouts
A list of the callouts for files uploaded to this issue. Callouts will appear in this list as thumbnails.
Clicking a thumbnail previews the file the callout is from.
Collaborators
A list of the issue's collaborators. Adding a collaborator elevates the applicable party's permissions for an individual item. Particularly useful for giving ownership of an item to a user whose section permissions would otherwise prevent them from responding, editing, or managing the item's content accordingly. Collaborators can be a person, role, or company. Existing collaborators can have their permissions modified using the permissions dropdown or deleted entirely using the trash can icon to the far right.
Press the Add button to add new collaborators. Select people, companies, or roles from the list on the left, then select the desired permissions for each entry in the Selected list on the right. Enter a message and press the Save and Send Email button to notify users when adding them to an item as collaborators, or press the Save button to add them without sending a notification.
History
A list of all activity for this item; hyperlinks to other items in the project if the user has sufficient permissions.
Issue Statuses
The typical flow of an issue will start as being opened and assigned to a user. Once the user has resolved the issue, the assigned party can mark it as complete, but with some indication of needing approval. By default, this is called Pending. However, account settings can be configured to provide other statuses. Once confirmed, the originator of the issue, or someone with proper permissions, can then mark it as complete to conclude the issue. By default, this is called Closed. For incomplete issues, the ability to change the current status is available.
The main status button will display the next status in turn for the issue, but the arrow allows you to set the issue status to any of the authorized issue statuses from a drop down menu. Issue statuses can be access controlled in the settings section.
Issue Presets
Issue Presets are like templates for issues. You define preset values for any of the fields that are available in an issue, then you can select a preset when creating an issue and the issue form will be filled out with the values defined in the preset.
Issue presets also allow you to select issue attributes that should be added as part of the preset, either with or without a specific value for the attribute.
Issue presets are managed in project settings. Issue presets available within a project are configured within that project. Like with other settings, default issue presets for new projects can be managed at the account level. Issue presets at the account level have some minor restrictions:
- The Assigned To value is limited to Roles.
- There is no Asset field.
Managing Issue Presets within Account or Project Settings
Issue presets are managed within project and account settings.
- Within a project, go to Project -> Settings. At the account level, go to Settings.
- Click "Issue Presets" in the navigation column on the left.
Creating Issue Presets
- Click the "Add New" button in the top-right.
- Enter a name for the preset, enter or select values for any fields you would like to include in the preset, then click "Save".
Presets can also include issue attributes. Click "Add Issue Attribute" to add an attribute to the preset. When adding an attribute to a preset it is not required to put in a value for the attribute.
Editing Issue Presets
- Click the "Edit" button to the right of each issue preset.
- Update the preset with your changes and click "Save".
Deleting Issue Presets
Deleting Issue Presets- Select the issue presets you want to delete via their checkboxes.
- Click the "Delete" button that appears in the action bar above the list. The presets will be deleted and the list will be updated.
Using Issue Presets
When adding an issue there is now a dropdown menu to select an issue preset. Upon selecting a preset from the dropdown, all the issue fields will be cleared, all attributes will be removed, and then the issue will be populated with the preset's values, including any issue attributes defined in the preset.
Issue Attributes
- Can be added at the account level and the project level.
- Can be imported and exported at the account or project level.
- Can be added directly to issues.
- Can be included when importing issues.
- Can be included in PDF reports.
- Can be batch edited.
- Are duplicated when duplicating a project.
- Are included in issue exports.
- Are available via the API.
Managing Issue Attributes within Account or Project Settings
Issue attributes are managed within project settings.
- Within a project, go to Project -> Settings. At the account level, go to Settings.
- Click ‘Issue Attributes’ in the navigation column on the left.
Creating Issue Attributes
Creating Issue Attributes- Click the ‘Add New’ button in the top-right section.
- Input a name for the attribute and click save or press Enter.
Importing Issue Attributes
Importing Issue Attributes- Click "Import".
- Follow the prompts.
Editing Issue Attributes
- Click the ‘Edit’ button to the right of each issue attribute.
- Update the name of the attribute and click save or press Enter.
You can also merge or delete issue attributes by selecting them with the checkboxes to the left of each issue attribute and then clicking "Merge" or "Delete" in the action bar that appears above the list.
Deleting Issue Attributes
Deleting issue attributes will prompt for confirmation and inform you if the selected attributes are in use within the project.
- Select the issue attributes you want to delete via their checkboxes.
- Click the "Delete" button that appears in the action bar above the list.
- A dialog will open asking for confirmation. If an issue attribute chosen for deletion is being used on any issues within the project, the confirmation dialog will provide that information.
- Click "Delete". The attributes will be deleted and the list will be updated.
Merging Issue Attributes
Merging Issue Attributes- After selecting the desired issue attributes via their checkboxes, click the ‘Merge’ button above the list.
- A dialog should appear with a dropdown list of the selected issue attributes.
- If the issue attributes being merged are in use on any issues in the project the confirmation dialog will include that information.
- After choosing which issue attribute to merge into, click "Merge". The other issue attributes will disappear from the list and be merged into the chosen issue attribute.
Using Issue Attributes
Using Issue AttributesSetting Issue Attributes When Creating an Issue
When you create an issue you have the option to add issue attributes.
- Click "Add Issue Attribute".
- Select an attribute from the dropdown. If you have sufficient permissions you can create a new attribute by clicking the "+" button.
- Enter a value for the selected attribute.
Issue attributes can also be set as part of an issue preset.
Adding Issue Attributes to an Existing Issue
Adding Issue Attributes to an Existing IssueAn ‘Attribute’ subsection has been added to the issue detail view. Within the issue detail view a user with permissions can add any available issues attributes to the issue. If the user has sufficient permissions, they can also create a new issue attribute directly within the "Add Issue Attribute" dialog (just as if they navigated to project settings and created it there).
- On the detail page of an issue open the ‘Attributes’ subsection and click the ‘Add’ button.
- A dialog will appear with a dropdown list of available issue attributes as well as a field to input a value. If you have sufficient permissions, a ‘+’ button to create new issue attributes will also be available.
- After selecting an issue attribute and adding a value to it, click ‘Add’. It will now appear under the ‘Attributes’ subsection.
Existing issue attributes have "Delete" and "Edit" buttons on the right. The "Delete" button will remove the issue attribute from the issue, and the "Edit" button allows you to change the attribute's value.
Including Attributes When Importing Issues
You can include attribute values when importing issues.
Viewing Issue Attributes
Issue attributes can be viewed on the detail of an issue and within the issue list. They are included in issue exports and are an option that can be enabled when generating issue PDFs.
Viewing Issue Attributes on the Issue List
Click the "Attributes" tab on an issue in the list to see that issue's attributes.
Exporting Issue Attributes
Issue attributes are automatically included in issue exports at the project level. When running exports of issues at the account level, the "Attributes" option must be checked.
Including Issue Attributes in PDFs
To include issue attributes in PDF reports the "Attributes" PDF option must be checked. That option can be toggled by clicking the gear icon next to the "PDF" button and then checking or unchecking the "Attributes" option.