NAVIGATION

  1. From Project Home PMBOK dropdown menu, click Quality/Quality Review.  Note:  The Quality Review List will display in the content view.

  2. Click New at the bottom of the list.  Note: A blank Quality Review Issue will display with a status of Pending.

 

Create a New Issue

This function enables any member of the Project Team to create a new issue.  New issues are created with a 'pending' status.  

Any screen item marked with a red asterisk (*) is mandatory.

 

  1. Select the person who is raising the issue from the Initiated if different from the logged in user.

  2. Select Review Type from the .  

  3. Select Category from the .  
    Note:
     Additional screen items of Discipline, Type and Trade will display on the screen depending on the Review Type and Category you have selected in the dropdown list/s.

  4. If displayed, select Discipline from the .

  5. If displayed, select Type from the .

  6. If displayed, select the building Trade from the .

  7. Enter a short title in the Title .

  8. Enter a detailed description in the Description .

  9. Select the action from the Action Required .

  10. Enter comments to support the action required in the Action Comment .

  11. Next to Responsible, select next to either Person or Role for the responsibility of this issue.  Select Name or Role from the .

  12. Enter the Deadline date (the date the issue is to be actioned by) by either clicking on and selecting date or enter date in .
    Note: The system will automatically insert today's date if left blank after clicking
    Save.

  13. To Add an Attachment, click Browse to locate file (e.g. documents, drawings etc).  A Choose File dialogue window will display, use the Look In to locate the directory and document/file.

  14. Click on the file name, click Open to select file location and name.
    Note: The open attachment image and name of file will display under the
    Browse button after you have clicked Save.  Repeat steps 13 & 14 to add another attachment.

  15. Click Save or click List to cancel and go back to quality review list.
    Note:  The issue will save and display in view only mode with the Issue number displayed at the top of the screen.  

  16. Click New to create a new issue.

  17. Click Edit to edit the current issue.

  18. Click List to cancel and go back to quality reviews issue list.  

 

Navigation Button & Screen Items

Business Rules