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Overview

How to assign an issue/defect or record to a team or user
  • Purpose: How to raise an issue, defect or form against a location on the app and desktop
  • Who It’s For: General users, main contractors, item controllers
Prerequisites: Able to raise an issue, defect or record
Assignment delegates responsibility. You can assign to a team, and optionally to its users to indicate who is currently responsible for handling this object. Those who are assigned are called “assignees” and are responsible parties for the issue/defect. TABLE OF CONTENTS
Assigning to Team(s) When assigning to a team, all members of the team will become participants. This means that they will all be able to see the issue/defect/record in question. You can also set up subscription rules to automatically make the entire team or only certain members of the team become a subscriber whenever issues/defects/records are assigned to the team. Assigning to Team + Team User(s) When assigning to a user in the team, that user will become a subscriber so they will be notified of this. When subscribing, a user will simultaneously become a participant, so they will always be able to read whatever they are subscribed to. To assign an issue/defect/record to a user, you must have the appropriate permissions to do so.  The issue/defect/record status will determine whether or not you are able to assign the issue/defect/record. For purposes of this example, we will show you what you can expect to see should your permissions allow.

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Via Issue Finder

Simply press the Menu icon ≡ in the top left corner of your screen to unfold the Menu. Then select your chosen category and subcategory to get entry to the Issue/defect/record page. How do I assign an issue/defect/record? How do I assign an issue/defect/record? Once you have selected your issue/defect/record, you then click the Menu ≡ button on the right-hand side of your screen to expand the menu as circled below. How do I assign an issue/defect/record? Once the Menu has unfolded, simply press “Assign”, and the assigned details of your issue/defect/record enlarged within a window on your screen. The current assignee (responsible party) will be shown on the assigned details within this window. How do I assign an issue/defect/record? To amend the assignee, you press the “CHANGE” button as circled below. How do I assign an issue/defect/record? Once you have selected “CHANGE”, the window will enlarge in the centre of your screen as shown below. Enter the appropriate Team/Team and User name to search for assignment. Click OK to save and finish. How do I assign an issue/defect/record?

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via Plan Viewer

Press the Menu icon ≡ in the top left corner of your screen to unfold the Menu and access the Plan Viewer. Then you select the correct drawing. How do I assign an issue/defect/record? How do I assign an issue/defect/record? Click on the issue/defect/record pin as circled below, once selected the issue/defect/record details will be shown on the left-hand side of your screen. You can then press the ⋮ button at the top right corner. How do I assign an issue/defect/record? How do I assign an issue/defect/record? Once the Menu has unfolded, simply press “Assign”, and the assigned details of your issue/defect/record enlarged within a window on your screen. The current assignee (responsible party) will be shown on the assigned details within this window. How do I assign an issue/defect/record? The current assignee (responsible party) will be shown on the assigned details within this window. To amend the assignee, you press the “CHANGE” button as circled below. How do I assign an issue/defect/record? Once you have selected “CHANGE”, the window will enlarge in the centre of your screen as shown below. Enter the appropriate Team/Team and User name to search for assignment. Click OK to save and finish. How do I assign an issue/defect/record?