- In this video we're going to talk about,
creating and resolving issues.
So, think of issues as just a,
to do list or a series of action items
that go across the project
and you can assign those actions to members
of the project team.
Now you can assign it directly to the members
or to their companies or even to their function,
their role within the project.
So, when you first log into
your design collaboration team space,
so I'm here logged in as Deshi, my lead architect
and I'm in design collaboration
on the architecture team space.
When you first log in there,
you will see any open issues listed over here on the right.
Now you can filter this list in a variety of ways.
So, you can either choose just your team's issues,
work in progress issues, or teams package issues,
so there's a few different items there,
I'm going to leave it set to all team issues.
As far as filter goes, each issue has a type and a status
and potentially a location and a due date.
So you can use any of those items
to reduce this list to something more manageable.
So if you're working in a project
with dozens and dozens of issues,
it might be difficult to find the one
that you're looking for,
now of course, there is a search,
so if you know something about the issue,
you can search for it that way,
and you can even export it externally out of BIM 360.
Now, in my case I only have a few issues here,
so I'm not going to bother filtering anything,
but let me just talk about these colors over here.
So this one that's in orange, is an open issue,
hasn't been resolved yet.
The ones in gray, this one is void, and this one is closed.
So, both of those have been taken care of
in one way or another.
There's also a blue color when an issue has been answered
but not yet closed, so I'll show you that in a few moments.
So if you get used to looking at those colors,
it's another way that you can kind of,
identify the current status of any of these issues.
Now that we kind of have a general idea of
what some of the issues are
and what they look like in the list,
let's go ahead and add one.
Now the way you add one
is to just open up one of the views of your project model.
So I'm going to work in my DD set,
so I'll click that,
and that's going to open up my first floor plan,
we just zoom out a little bit here.
Those two issues that I just showed you
that are currently open are actually here and here.
So what BIM 360 will do is,
place these little push pins in the view in question.
So both of those issues are in this same view,
but that won't always be the case.
So I'll show you later how we can locate the push pin,
if it's not immediately showing in the view that you're in.
Now, how do you get to creating new issues?
Well, first let's identify an area that might be an issue.
So what I'm going to do is, zoom in here on this restroom,
and I want to make sure that its sizes match code.
So I'm going to go to this measure tool here,
and notice that there's like these objects snaps,
so you can kind of snap a couple end points there
and take a quick measurement.
Now that came up in inches,
there is a measure settings button here,
and you can choose from a number of different unit types.
So, I'll change that to feet and fractional inches
and then close that,
and then I'll take a second measurement here,
and so maybe I'm concerned that those dimensions
aren't adequate for what building code requires.
So I'm going to generate an issue
and put that out to my team.
So, what I'll do is,
I'll come over here on the left hand side,
and we're currently on the content browser tab,
but right below that is the issues tab, and I'll click that
and you can see those two open issues
that I just talked about.
So if I click on one of those,
it kind of focuses on that push pin,
and then if I go back again over here
and I click on the other one,
it sort of focuses on that push pin,
so that's how you can kind of navigate around your plan
from issue to issue, but down here,
we can click this button to create a new issue.
So I'm going to click that.
It'll ask me to click a location to place the push pin,
so I will kind of zoom in here on the restroom
and click in the middle of that space,
and then what type of issue it is, this is required,
you can either search through the list
or scroll through the list,
but I'm going to set this as building code.
Okay so, it'll set that type.
Then the status can either be open or draft,
so if I'm not ready to issue it yet,
maybe I need to gather some more supporting documentation
or some other things before I issue it,
I can set the status to draft until I'm ready,
and then you need to give it a title,
so those three are required.
So let's just give this a title,
and I usually like to use something brief and descriptive.
Now, as far as assigned to,
this could be either a user, a role or a company
as we've already discussed.
So, if you click on this list, there is a search field,
so if you're familiar with
what your companies and users are in your project,
you can just start typing in,
one of those individuals or companies.
Otherwise you could scroll through the list here,
but you can assign it directly to a person
or you can assign it to their company,
or you can assign it to the role that they fulfill.
So if you signed it to the architect role for example,
any architect on the team could resolve this issue.
So in this case, I'm going to set it to the architect role.
So I'm going to start typing architect
and choose that role off the list.
So it will assign it to that role,
and then if you have a due date in mind for this,
you can choose it here.
So, I'll just go to next month sometime and pick a date,
it's optional to add location details,
now this particular model doesn't
have any defined locations,
but if in a bigger project where
we might have defined locations,
we could say this issue occurs in that location.
The owner can actually be changed.
So it will default to me, however I'm logged in,
but if you want to reassign the ownership
to somebody else you can do that,
and then finally you can give it a root cause, if you wish,
so I'll just call that code compliance in this case
and type in a description.
So when you're ready, click create,
and that will create the new issue.
If I'm done creating issues in this view,
then I can simply close the view,
and that takes me back to my team space,
and of course you can see our new issue
has been added right here
and assigned to the role of architect.
Now meanwhile, there was already some issues in this file
as we saw at the start.
And some of these are assigned to one of our users,
Howle Cadell and Howle also happens
to fulfill the role of architect.
So why don't we go over to Howle's desk
and see what it looks like from his point of view,
with regard to some of these issues assigned
to him and his role.
So here we are at Howle's desk
and you can see the issues
that are either assigned directly to him or to his role.
And let's focus on,
this one that we just created for the restroom dimensions.
So I'll go ahead and click that,
and Howle can review the issue
and all of its details here on this first page.
On the attachments page,
he could drag and drop files or browse to files.
So, these could be photographs,
or maybe he downloaded a piece of the building code
and wanted to attach that here as documentation
for his analysis of the situation.
And then on the activity tab,
it will be keeping track of a log of what's been happening
with this issue as folks have been working on it.
So one thing that Howle could do,
is just come down here and add a comment.
So let's say that sometime he has gone by,
he's done the research, came back,
possibly even uploaded some of those attachments,
and then added a new comment to say that we're all set,
and then that means that he would come over here
and change the status to answered.
So he can click and add an additional comment if need be,
but then he can click done here.
So now it changes to the blue color,
and that also shows up right here.
So let's go back over to Deshi's desk one more time,
and you can see that the status
has changed here to answered,
so therefore she can now click on this issue
and she has additional status options
that she can choose from.
She could close the issue or even void the issue,
but in this case I think it's probably better
to just close it.
So if she is fine with the solution that Howle came up with
and feels like the issue has been adequately resolved,
then she can just set the status to closed,
click done, add a comment if she wanted to,
and then you'll see
that it changes the status here to closed as well.
So that gives you a rough idea
of how the issue workflow works.
So, again if you want to kind of create action items
that go across the project and across your various teams
and assign those to different users and companies,
you can use this issue feature for that purpose.
Now the BIM 360 ecosystem does also include,
a red lining feature, a markup feature,
I'm not going to explain that here,
what I will do instead is direct you to
our BIM 360 Docs Essential Training here in the library.
Chapter five is devoted to markups,
and since the markup feature takes place
in the document management module,
I think you'll find everything you need
about that feature right there.