Review and Respond to Issues

When clashes are marked as an issue and assigned to the relevant project member, they are moved from the Active sub-tab to the Assigned sub-tab. Here, the assignee, owner, and other project members can view details of the created issues and track the changes being made to resolve the clashes. For issues created using the Issues panel, the assignee can access the issue in Document Management by following the link in the email notification.

Respond to Issues in Model Coordination

Issue assignee

1. For issues created from clashes, select the Clashes tab Assigned sub-tab and locate the issue of interest.

   Tip: You can sort the columns by issue status, ID, title, assignee, company, and due date.

2. Click the issue title to open the viewer, and see the full context of the models open when the issue was created.

3. Use the Viewer toolbar to take measurements and inspect model properties to help you understand the issue and how to resolve it.

4. In the Issues panel, use the Details tab to review the issue details.

5. Use the Attachments and Activity tabs to view any attached documents or images, and review comments and previous activity.

   Note: All issues related to the models in the viewer are displayed in the Issues panel, including issues not created in Model Coordination. If you select one of these issues, the pushpin is shown in the viewer, but the models are not highlighted.

6. When you have decided what action is required to resolve the clashes, you can:

   • Make changes to the affected models and upload updated versions to the coordination folder.

   • Use the Attachments tab to attach documents or images - for example, to demonstrate the changes made or required.

   • Use the Activity tab to add comments. The issue assignee will see all comments.

     Tip: You can use @ to tag other project members or the issue creator and ask a question or prompt them to take action. They will receive an email notification.

   • Optionally, click the More menu to export the issue as PDF.

7. When the clashes have been resolved, use the Status drop-down list to change the issue status to Answered.

Issue owner

Issues with an Answered status are reassigned to the issue owner for review.

1. Follow Issue assignee steps 1-5 above.

2. If further action is required, you can:

   • Change the status of the issue back to Open.

   • Use the Details tab of the Issues panel to change the assignee.

   • Use the Attachments tab to attach documents or images, for example to demonstrate the changes required.

   • Use the Activity tab to add comments.

     Tip: You can use @ to tag another project member and ask a question or prompt them to take action. They receive an email notification.

   • Optionally, click the More menu to export the issue as PDF.

3. When you are satisfied that the required changes have been made and there is no longer a clash, change the issue status to Closed.

   Note: Only the issue owner, or project members with Full Control, can close or void issues. See Issue Permissions for more information.

Respond to Issues in Document Management

When an issue is created using the Issues panel, an email notification is sent to the assignee that contains a link to open and respond to the issue in Document Management.

1. Open the email notification and click View Issue.

   The issue is opened in the Issues tab in Document Management.

   Note: We recommend that you view and respond to issues in Model Coordination, as described above.

2. Use the Details tab to review the issue details, including the model names, ID numbers of the clashing objects, the due date, and location.

3. Use the Attachments and Activity tabs to view any attached documents or images, and review comments and previous activity.

4. Optionally, go to Model Coordination and follow Issue Assignee steps 1-6 above to view the clashing objects.

   Tip: When the required model changes have been made, you can compare 3D model versions in Document Management to see the change, and upload the latest version of the model to the coordination folder in Model Coordination to check that the clash has been resolved.

5. When the clashes have been resolved, use the Status drop-down list to change the issue status to Answered and reassign it to the owner.

The issue owner can then review the issue activity, view the latest model version to confirm that there is no longer a clash, and change the issue status to Closed.

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