Docs Guide for Revit Users (6) ~ Issues

[#1]

Note: This article is a translation of the original published in Japanese HERE. 

What is the "Issues" feature? 

The Issues feature is a tool for managing project issues. You can share problems across the project with members and manage who, when, and how they were ultimately resolved, as well as how they were resolved. 

  

First of all, let's actually operate it and create an issue! 

  

How to create an issue 

Open a 2D or 3D view and click the Issues tool on the toolbar at the far right of the screen. 

  

  

When you press this button, the first window to specify the issue type opens. It is in English, but if you do not specify this, you will not be able to proceed. 

  

  

Issue categories and types 

Gray items are " category" and black items are " type". What you actually set is " Type". 

  

The choices can be customized if you have the permission of a project administrator. 

Here are some of the default values. 

  

Commissioning 

Commissioning: Performance Confirmation 

  

Coordination 

Clash: interference 

Coordination: Inconsistencies 

  

Design 

Building Code: law 

Client Feedback: Customer Requests 

Design: design 

Existing Condition: Existing state 

Requirement Change: Changing Correspondence  

Work to Complete: Remaining work to be done 

  

General 

General: General, Others 

  

Observation 

Observation: From the Supervisor 

Quality: Quality Issues 

Safety: Safety Hazards 

  

Punch List 

Pre-Punch List: Pre-remaining construction checklist 

Punch List: Remaining Construction List 

  

Quality 

Quality: quality 

  

Safety 

Safety: safety 

Safety Infraction: Safety Violations 

  

Warranty 

Warranty: Warranty and Contractual Obligations 

  

Work List 

Work List: Worklist 

Work to Complete: Remaining work to be done 

  

Here we select Design > Design. 

  

Issues settings 

The following is an explanation of the other items. 

  

  

  

A: Issue thumbnails 

By pressing the pencil button at the bottom left of the thumbnail, you can add a markup on a capture of the 3D view at the time you created the issue pin. 

  

B: subject 

It will initially say "Design", then press the pencil button and write an appropriate subject line. Make sure your title is as eye-catching and descriptive as possible. 

  

C: status 

Shows the current state of the issue. We'll show you how to use statuses below, but first select Draft. 

  

😧 type 

Your first selection is Design > Design, please leave it as is. Make changes as needed. 

  

E: explanation 

Fill in a detailed description of the issue. 

  

F: person in charge 

Designate the person responsible for resolving the issue. Let's assume that the Assignee is still undetermined, and leave it as Unspecified. 

  

G: guard 

Designate who oversees the issue and gives the OK when resolved. If you haven't decided yet, leave it as Unspecified. 

  

H: place 

The Location choice can be created by members with project administrator permissions. You don't have to specify it in particular, but it's convenient because you can see the approximate location when you list issues. 

  

I: Location details 

You are free to describe the details of the location, so try to summarize it as clearly as possible. 

  

J: date 

The due date refers to the deadline date. Indicate by when a resolution is required, in this case "Unspecified". 

  

K: start date 

The date on which the problem will be solved. Again, Unspecified. 

  

L: Placement Destination 

Refers to the file on which this issue is placed. Since the file with the pins is specified at the default value, leave it as is. 

  

M: Root Cause 

We'll specify the type of cause of the problem, but we'll leave it as "Unspecified" here as we'll only know the cause after the issue is resolved. Specifying this and listing it will help prevent similar errors. 

  

N: attachment 

You can attach related files. The files attached here won't get saved to Docs, they'll get saved to this issue. 

  

O: References 

Use this if you want to associate a file you are uploading to Docs. The usage is the same as where the markup is referenced. 

  

P: comment 

Write a comment and press the [Submit] button to register the comment in the issue. You can exchange opinions here. 

  

List issues 

Once you've created an issue, try to display it in a list. As a general rule, issues are "public". This is different from markup, isn't it? 

  

In Docs, on the far left menu, click Issues 

  

  

You'll see all the issues set up on your project. 

  

  

You can quickly access each issue. Also, the Status shows the progress of the issue. 

  

In the next article, I'll explain how to use statuses. 

Note: This article is a translation of the original published in Japanese HERE.