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Report and track issues on a job

Report something wrong on site with photos and a pin on the map, and work it from Open to Resolved.

Who it’s for
Everyone on the job reports. Job managers, and the person an issue is assigned to, work it.
Plans
Every plan
Time
1 minute

An issue is something wrong on site, such as a loose handrail, a blocked exit or a missing sign, kept as a record until it's fixed. Each issue on a job gets a number (#1, #2…), a priority, a status, and optionally photos, files and a pin on the site map. Numbers are never reused, and issues aren't deleted: one raised by mistake is resolved with a note.

Report an issue

  1. Step 1: Open Report issue

    Open the job, then choose Issues and Report issue.

  2. Step 2: Say what's wrong

    Give it a title, a description if it helps, and a priority: High, Medium or Low.

  3. Step 3: Add photos or files

    Drag photos, PDFs, Word files or text onto the dashed box, or select it to choose them. On a phone, Take photo opens the camera.

  4. Step 4: Pin it on the map

    On a job with a site on the map, choose Add a location and tap the map where the issue is, or choose Use my location. With more than one site area, it says which area the pin is in.

  5. Step 5: Report it

    Choose Report issue. It shows on the Issues tab as Open, and a line goes in the job's Activity.

Note

Photos are redrawn on your device before they're sent, which removes where they were taken. Keep people's faces and injuries out of shot where you can. A photo or file shows once it has passed a virus check.

Report from one of the job's documents

When an issue is about one of the job's documents, such as a SWMS that misses a hazard on site, open the document and choose Issues on the right, then Report an issue. The issue is on the job as usual and tagged to that document: the document's Issues lists the ones reported from it, with how many are still open.

Report from a phone without an account

Someone who joined the job from its link or QR code can report too. On the job's page, choose Report issue. Take photo comes first, and Use my location adds where they're standing. They see the issues they reported and where each stands, but not the job's other issues.

Work an issue

The Issues tab has three columns: Open, In progress and Resolved, with the highest priority at the top. Use All, Mine (assigned to you or reported by you) or High priority to narrow the board.

  • Move it: drag a card to another column, or use its ⋮ and Move to. Moving a card to Resolved resolves it straight away. Choose Add a note in the message to say how.
  • Open it: select a card. Change its status, priority, who it's assigned to, its title, description and pin, and add more photos.
  • Resolve it with a note: choose Resolved as its status, write how it was resolved, add an after photo if you have one, then choose Resolve.

Job managers and Admins change anything on an issue. The person an issue is assigned to can move it, resolve it, write its note and add after photos. Whoever reported an issue can add photos to it later. Everyone else on the job can read it. An archived job's issues are read-only.

An issue can be assigned to anyone on the job with an account, or to one of the organisation's Admins.

Issues on the site map

On the job's Site tab, pinned issues show on the map: red for open, amber for in progress and grey for resolved. Choose Unresolved, Resolved or All under Issues beside the map. Select an issue on the map or in the list to open it on the Issues tab. From an open issue, Show on site map takes you back to it on the map.

In the job's activity

Reporting, moving, resolving and assigning an issue each add a line to the job's Activity, with Open issue to go to it. Changes to the title, description, priority or pin, and added photos, don't add a line.

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