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View issues in Field

Locate, sort, group, and filter issues in Field.

This page explains how to:

Using Field on a mobile device? See the Field Mobile instructions.

Locate issues

To find issues that have been logged in Field Manager, click on the Issues tab.

To see the issues logged for another location:

  1. Click the Select button on the Location bar.
  2. A window displays, showing the addresses or names of all the locations you're working on. 
  3. Select the location you want.
    Note that the area you're working on may show in a sub-menu of a location. Click the arrow button beside a location to see more floors, rooms, or areas.
  4. Click on the area you want to see all the issues that have been logged for it.

Search for issues

  1. Locate the area you're working on using the Location selector at the top of the Issues page.
  2. Click inside the search box at the top left of the page.
  3. Enter an issue ID number, or a keyword associated with the issue.
  4. Click the Search button to search.
Searching for an issue

Sort issues

Sorting can help you quickly find issues for review, whether you’re looking by location, assigned name or capture date. To sort issues in Field Manger:

  1. Click on Sort By, on the top-right corner of the issues list.
  2. Make a selection from the dropdown menu:
    • Location sorts issues by location in ascending order.
    • Assigned to sorts issues by assigned name, from A to Z.
    • Captured on sorts issues by the date on which they were captured, with the most recent first.
    • Issue type sorts issues by type.
  1. Selecting one of these options will automatically sort the issues list for you.

You can use the filters on the left of the page to refine the sorted list further. You can refine the issues by:

  • Status
  • Assigned to
  • Due 
  • Captured by

Selecting any of these options will automatically update the list of issues. See Filter issues for more information on this feature.

Sorting issues is a good way to prepare the information before exporting it to PDF or CSV files as reports. See our help on exporting issues to PDF and CSV for more information.

Group issues

Grouping issues can make it easier to view all the issues relating to a specific group, whether that group belongs to a certain location, or contains certain people.

To group issues in Field Manager:

  1. Click on Group By, on the right-hand side of the page above the issues list.
  2. Choose a selection from the dropdown menu:
    • Location groups all issues relevant to a specific location, such as a room.
    • Assigned to groups all issues that have been assigned to a specific person or company.
    • Issue type groups the issues by type.
    • None removes all groupings.
  1. Selecting one of these options will automatically group the list of issues for you.

You can use the filters on the left of the page to refine the sorted list further. You can refine the issues by:

  • Status
  • Assigned to
  • Due 
  • Captured by

Selecting any of these options will automatically update the list of issues. See Filter issues for more information on this feature.

Sorting issues is a good way to prepare the information before exporting it to PDF or CSV files as reports. See our help on exporting issues to PDF and exporting issues to CSV for more information.

Expand issues

To expand an issue so you can see its details:

  1. Click the arrow beside its title, or click anywhere in the issue's row. You’ll see the Event log button.
  2. Click it to see the Event log window.

This window shows the different statuses through which the issue has passed, and when they were changed. If you’re working on the project directly, you’ll also see the name of the person who’s made each change.

The assignee's view

The assignee's view

Unless you have a direct relationship via the issue with the organization making the status change — for example, they assigned the issue to you — you  can see times and dates when changes were made, but not the names of the people who made the changes.

Collapse issues

To collapse an issue you've been viewing, click:

  • the arrow beside its title
  • the Show less detail link
  • anywhere in the issue's row.

Understand issue status

All issues have a Status label that shows whether they are active, ready for further action, or closed.

The status labels are:

  • Open – the issue is active and requires resolution from the person it's assigned to.
  • Work done – the issue has been worked on by the Assignee.​
  • Ready to inspect – the issue has been worked on and requires approval from the Inspector.
  • In dispute – the Assignee and Inspector need to discuss the accuracy of the issue or review.​
  • Closed – the issue has been resolved and approved by the Inspector.

Filter issues

You can refine your list of issues using the filters that display to the left of the Issues list:

  • Issue type – choose from all the types of issues logged for this location.
  • Status – choose any of the Open, Work Done, Ready to Inspect, In dispute or Closed statuses.
  • Assigned to – choose one or more organizations assigned to complete work​.
  • Due – select to see issues due within a certain timeframe.
  • Captured by – choose to see issues captured by certain colleagues.

Your selection will automatically filter your list of issues.

You can also sort and group issues.

Any feedback?

Thanks. A ticket has been opened with the Support Central team.