01What it is
Issues is the register of problems from sites and objects. An issue concerns a site, and more precisely an object, a device or a project; the Where column folds them into one path. It has a type, a priority, a schedule impact, a person responsible and a due date.
The flow is simple: open, in progress, resolved, closed. Resolving requires a description of what was done. Reopening clears the fix date and note, and the old text stays in the history.
An urgent issue (high or critical priority) gets a respond-by time. If nobody is responsible, the site manager takes it over, and without a manager the account owner. Hazards and critical issues go to notifications straight away.
- WHAT IS WRONG
- Defect, hazard, obstruction, missing material, safety incident.
- SCHEDULE IMPACT
- A separate filter for matters that move the site deadline.
- EVIDENCE FOR LATER
- A resolved issue cannot be deleted.
02What it is for
Nothing gets lost
Every problem on site has a person responsible, a due date and a state.
Urgent without waiting
An urgent issue has a respond-by time and an owner, even when nobody was named.
Deadlines and penalties
Issues with a schedule impact are shown separately, because they are about money.
An answer in a dispute
The card shows who worked, when the work was accepted and what was already fixed.
03Main options
The issue card has tabs: Overview, Who worked, Acceptances, Earlier repairs, History and Photos. Below are the four that answer the questions asked in a dispute.
What it concerns and its flow
Place, weight and due date: site, object, device, project.
- Type, priority, schedule impact and person responsible
- Due date and respond by (for urgent issues)
- Flow: open, in progress, resolved, closed
- Resolve with a description of what was done
Plan and reality kept apart
Assigned crews are the plan, confirmed attendance is the reality, from the two weeks before the issue.
- Crews assigned to the site on those days
- People with confirmed attendance, number of days and last day
When it was accepted
Handover protocol lines for this issue and the handovers of the whole project.
- Protocol, line and acceptance date
- An issue without a project has no acceptances: that is correct
What was already fixed here
Earlier resolved issues on the same object, with their fix notes.
- Counted on the object, because the dispute is about the wall, not the project
- Fix description and resolution date
04Tasks step by step
- STEP 1Open Modules › Sites and objects › Issues and choose New issue.
- STEP 2Enter the title, choose the site and the object (or Whole site) and, where relevant, the project and the device.
- STEP 3Set the type, priority, schedule impact, person responsible and due date, and describe what can be seen and who noticed it.
- STEP 1Open the issue card and choose Resolve issue in the menu.
- STEP 2Describe what was done, for example plaster removed, refilled and repainted. Without a description it cannot be resolved.
- STEP 1On the issue list, choose With schedule impact in the due date filter.
- STEP 2Narrow it to a site to see what threatens a delay.
- STEP 1Open the issue card.
- STEP 2Check the Who worked, Acceptances and Earlier repairs tabs.
- STEP 3History shows who changed the issue and when.
05Actions
The most common tasks on an issue.
New issue
A defect, a clash or a missing decision.
Resolve issue
With a description of what was done.
Schedule impact filter
Matters that move the site deadline.
Who worked
Crews and attendance before the issue.
Photos
Photos attached to the issue.
06What it connects to
Choose a module to see how it connects with issues.
Objects
An issue is anchored to the object and visible on its card and timeline.
Go to the topicObjectsProjects
An issue linked to a project shows that project’s handovers.
Go to the topicProjectsAttendance
Confirmed attendance is the reality, not the plan.
Go to the topicAttendanceFire safety devices
An issue can concern a single fire safety device.
Go to the topicFire safety devicesFire safety by customer
A customer’s open issues are in their fire safety overview.
Go to the topicFire safety by customerReport a problem
The quick action opens a new issue from anywhere in the app.
Go to the topicReport a problem