Issues — Overview

One register for every defect and deficiency — quality, safety, punch list, and more — with status, priority, and assignee management.

Issues is one unified register for everything that needs fixing on your project — whether auto-created from failed inspection items or added manually. Every issue carries a category that tells you which discipline it belongs to, and moves through a defined lifecycle from identification to closure.

What You See

The Issues table shows all items for your project:

ColumnWhat It Shows
TitleWhat needs to be fixed (auto-filled from failed checklist items)
CategoryQuality, Safety, Punch List, Commissioning, Environmental, or General
SourceWhether the issue came From Inspection or was raised Manually
AssigneeTeam member responsible for fixing the issue
StatusOpen, In Progress, Fixed, or Closed
PriorityCritical, High, Medium, Low, or None (with color indicators)
Due DateWhen the fix is expected (overdue items flagged)
Issues — track every defect from identification to closure

Categories

One register serves every discipline. Each issue has exactly one category:

CategoryWhat It CoversHow It's Created
QualityWorkmanship defects found during inspectionsAuto-created from failed checklist items — or manually
SafetyHazards and unsafe conditionsAuto-created when a safety walk observation is promoted to an issue, or when a permit is rejected — or manually
Punch ListCloseout deficiencies from the pre-handover walkthroughManually, during punch walks
CommissioningFindings from systems functional testing at closeoutManually
EnvironmentalEnvironmental compliance observationsManually
GeneralAnything that doesn't fit the categories aboveManually

All six categories are selectable when creating an issue manually. Issues auto-created from failed inspections are always categorized as Quality.

How Issues Are Created

Automatic (recommended for inspection defects):

  • During inspection, when marking an item as Fail → toggle "Auto-Create Issue" ON
  • The checklist item label becomes the issue title
  • Linked to the source inspection and specific checklist item, categorized as Quality
  • Inherits assignee from the inspection if set

Manual:

  • Click Add Issue in the toolbar
  • Fill in title, description, category, priority, assignee, and due date
Create issue — fill in defect details and assign for resolution

Auto-creation is preferred for inspection defects because it maintains the link between the inspection item and the issue. This link enables automatic closure during reinspection.

Statuses

StatusColorMeaning
OpenRedIdentified — needs attention
In ProgressBlueAssignee is working on the fix
FixedAmberFix is complete, ready for verification
ClosedGreenAccepted and resolved

Priorities

PriorityColorUsage
CriticalRedSafety issues, structural defects, blocking other work
HighOrangeSignificant quality issues requiring prompt attention
MediumYellowStandard defects, typical rework items
LowGrayMinor cosmetic issues, non-urgent
NoneGrayNo priority set — shown as — in the table

Row Actions

Click the actions menu (⋮) on any issue row:

ActionEffect
Start FixTransitions from Open → In Progress
Mark FixedTransitions to Fixed (ready for verification)
Close IssueAvailable directly on an issue raised manually. On an issue raised from an inspection it always shows a 🔒 lock icon with a tooltip — clicking navigates to the detail page, where the prerequisites checklist shows what remains.
DeleteRemove the issue from the register
Row actions — each issue offers its next lifecycle step

Filtering & Grouping

ControlOptions
Status filterMulti-select from Open, In Progress, Fixed, Closed
Category filterMulti-select from Quality, Safety, Punch List, Commissioning, Environmental, General
Priority filterMulti-select from Critical, High, Medium, Low, None
SearchFilter by issue title
Group byNone, Status, Priority, or Assignee
Filter by status to focus on items needing attention

Bulk Actions

  • Assign — select multiple items → reassign to a different team member
  • Delete — select multiple items → bulk removal with confirmation

Next Steps