Creating my first issue

You have downloaded a project or have created one.

It is now time to create your first issue!

 

With this module, you can manage the issues registered by a site engineer or a manager during the daily visual inspection of the construction site.

Watch the video and create your first issue in less than 1 minute:

 

A few concepts before starting

 

An issue is comprised of several elements:

1. A name (which will also be called an issue template) that you can select in the Trade library for your project
2. A company/trade pair assigned to this issue
3. A phase. See the article :  Using the phases of your construction site in your Finalcad project
4. A status (Refer to the article Color coding of issues/statuses for more information.)
5. Additional description elements: photos, blueprint extracts, deadline for resolution, comments (See article Describing your issue for more information.)
6. Adding a level of important to an issue
7. Addition to the Snag List or not
8. Before and After labels

 

Adding an issue on a tablet

 

 

After logging into an area, you can create your issues.

 

1. Select the menu to activate the “Issues” mode.
2. Choose an area to review. 
3. Drag and drop the “+” icon to place it in the desired location. After releasing the icon in a specific area, you can add issues.
4. A window will open. Assign the issue to a Trade and specify the type of defect (issue template in the suggested list).

 

If you have the right to make changes to the library (“+” or pencil at the top of the trade assignment and/or issue template window), you can fill it out if necessary. In this case, please refer to the article Creating the Issues library or Importing or exporting the Issues library

 

Adding an issue on a phone

The phone interface is slightly different from the tablet interface. Follow the manual!

 

When you have selected an area, you can create your issues.

 

1. Select the menu to activate the “Issues” mode.
2. Drag and drop the “+” icon to place it in the desired location.
   After releasing the icon in a specific area, you can add issues.
3. A window will open. Select a Company, then an issue template.

 

Next article: Describing your issue

 

In order to generate issue reports in PDF or Excel format, refer to the “Exports & Reports” section in the “Defect” module : My reports in the app or My reports by mail

 

Some articles pertaining to using the Issues module: 

• Creating my first issue 
• Color coding of issues/statuses 
• Using layers
• Using filters 
• Rejecting or disputing an issue 
• Describing your issue 
• What deadline should I assign to my issue? 
• Logging into your profile 
• Downloading and installing Finalcad 
• Downloading a project pro