Issue Workbench

The Issue Workbench contains a grid listing every issue linked to the contract(s) you have selected in the company and contract picker at the top of the screen. This includes issues created in the Issue Management mobile app and web module, as well as from the Checklists app. On this screen, you can create, view, edit and process issues.

A screenshot of a computer Description automatically generated

Creating an Issue

  1. Click the + Create Issue button to open the Create Issue window.

  2. Complete the General Info fields as follows. The mandatory fields are marked with an asterisk.

    3. Contract

    Select the contract which is affected by this issue. Note that only the contracts you have selected in the company and contract picker are available to choose from in this field.
    Template If issue templates exist for this contract, you can select one if you wish. Selecting an issue template will automatically fill most other fields in the General Info and Impacts sections with the values from the template.

    Plot/WBS Code

    Select the plot in which the issue was found or the relevant WBS code. The label for this field changes dynamically based on whether the selected contract is a house building contract.

    Status

    Select Open to make this an active issue as soon as it is saved or select Draft if you wish to save this as a draft initially.

    Subject

    Enter a short description of the issue.

    Type

    Select which issue type best describes the issue.

    Private

    Click Yes if you wish to mark this issue as private. Private issues are visible only to the issue owner, the reporter of the issue and anyone assigned to a task linked to the issue.

    Priority

    Select a priority to indicate how urgent the resolution of the issue is.

    Due Date

    Enter the due date for the resolution of the issue.

    Reported by

    This is the person reporting the issue. It is auto filled with your name, but if you are reporting the issue on behalf of someone else you can select them from the list.

    Issue Owner

    Select which user will be the issue owner. This is the person who will be responsible for reviewing tasks related to the issue and eventually closing the issue.

    Distribution

    Select which distribution lists, if any, you would like to attach to this issue. If you attach a distribution list, everyone on that list will receive email updates whenever the status of the issue changes.

    Cause

    Select the cause of the issue from the list.
    Location Select the location in which the issue has occurred.

    Description

    Enter a more detailed description of the issue if necessary.

  1. Complete the Impacts fields as follows. The mandatory fields are marked with an asterisk.

    2. Critical Path Impact

    Click Yes to mark this issue as Critical Path Impact if the issue will prevent further work being done on the plot until it is resolved.

    Schedule Impact

    Select the most applicable option from the drop-down list, then enter the number of days (if any) by which this issue will delay the overall build schedule.

    Cost Impact

    Select the most applicable option from the drop-down list, then enter the cost of fixing the issue (if any).

  1. For information concerning the Tasks fields, see Creating a Task under the Task Workbench topic.

  2. To add an attachment to the issue, drag and drop the image or file from File Explorer onto the Create Issue window. Alternatively, click browse from your computer to open File Explorer and select the image or file you wish to attach. You can add multiple attachments if you wish. The file names will appear on the right side of the window. To remove an attachment, click the red X next to the file name.

  3. Click to save the issue.

Viewing an Issue

To view an issue, right-click the issue on the Issue Workbench, or left-click the issue and click the menu icon , then click View. This opens the issue in a read-only window.

Editing an Issue

Issues can be edited if they are still open or in draft.

  1. If you are already viewing an issue, to begin editing the issue click the Edit Issue button in the bottom-left of the window. To begin editing an issue from the Issue Workbench, right-click the issue you wish to edit, or left-click the issue and click the menu icon , then click Edit.

  2. Edit the fields as necessary. Other than the contract, all fields are editable. You can also add and remove attachments.

  3. Click to save your changes.

Processing an Issue

To close an issue, open it in View mode, then tap . Any “Pending” tasks linked to the issue will automatically be marked as “Resolved” when you close the issue. Note that if the issue has any linked tasks with the status “In Process”, the button will be greyed-out and the issue cannot be closed until the tasks are resolved.

To reopen a closed issue, open it in View mode, then tap .