NAVIGATION
From Project Home PMBOK dropdown menu, click Quality/Quality Review. Note: The Quality Review List will display in the content view.
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.
Select
the person who is raising the issue from the Initiated
if different from the logged in user.
Select Review
Type from the
.
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.
If displayed,
select Discipline
from the .
If displayed,
select Type
from the .
If displayed,
select the building Trade
from the .
Enter
a short title in
the Title
.
Enter a detailed
description
in the Description
.
Select
the action from the Action
Required .
Enter
comments to support the action required in the Action
Comment .
Next
to Responsible,
select next to either Person
or Role for the responsibility
of this issue. Select
Name or Role from the
.
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.
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.
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.
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.
Click New to create a new issue.
Click Edit to edit the current issue.
Click List to cancel and go back to quality reviews issue list.
Navigation Button & Screen Items