Find issues

Search, filter, sort and group issues in Field.

  1. From the main navigation menu, click Field and select Issues.
  2. Select the location you want to search or click Close to see all issues in all locations.
  3. The summary bar shows outstanding and completed items for the selected location. Each color represents an issue status. Click the summary bar to view totals for each status. 
  4. (Optional) Choose either List view or Grid view to display your issues.

Search issues

  1. Click the search box at the top of the page.
  2. Enter an issue ID number, location, or keyword associated with the issue.
  3. Click the Search button.

Filter issues

Refine your list of issues using the filters to the left of the Issues list:

  • Status – choose any of the Open, Work Done, Ready to Inspect, In dispute or Closed statuses.
  • Issue type – choose from all the types of issues logged for this location.
  • Extra Details – click this to filter issues on values associated with one or more project fields. 
  • Assignee –  choose one or more individuals within your organization, or one or more organizations assigned to complete the work. You can also filter issues assigned to you, your organization, or all unassigned issues.
  • Source – see issues that have been raised via inspections or punchlists.
  • Due – select to see issues due within a certain timeframe.
  • Created on – choose or enter the appropriate date/time range.
  • Captured by – choose to see issues captured by certain colleagues.

Your selection automatically filters your issues list.

Sort issues

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

  1. Click 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.
    • Created on sorts issues by the date on which they were created, with the most recent first.
    • Issue type sorts issues by type.

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. 

Tip!

Sorting is a good way to prepare the information before exporting it as a report.

Group issues

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

  1. Click Group By.
  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.
  3. Selecting one of these options will automatically group the list of issues for you.

Tip!

Use the filters on the left of the page to refine the sorted list further.

Issue status definitions

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.