Issues: 12d Synergy Web and Mobile Apps

You can now raise issue tickets (problems) in a job in 12d Synergy and track them to closure. These issues are categorised under customised issue types created by your 12d Synergy Administrator. Each issue type has different stages defined towards its resolution. As the issue progresses through these stages, the status of the issue has to be updated.

You can create issue tickets in a job in two ways.

There is an Issues link in the job tree from where you can create, update and view issue tickets on that job.
If the issue ticket has to be raised on an .ifc file, then you can create it from the BIM Model Viewer.

If you are a 12d Synergy Administrator, by default, you have permission to create an issue ticket.

However, if you are a user, you will need the following explicit permissions to create issue tickets.

1.1. How to Create an Issue Ticket from the Issues Link in the Job Tree

In the 12d Synergy Client application, click the Issues link in the job tree.

The list of created issue tickets is displayed.
You can filter the results using the Filters toggle button.
The following filters are displayed.
Click the Add button at the bottom-right corner of the page.
The New Issue ticket is displayed.
Enter a name for the issue in the Title field.
Select the type of issue you are creating from the Type list. The issue types created by your 12d Synergy Administrator are displayed in this list.
Click the colour bar on the Colour field to select the font colour of the new issue.
If your 12d Synergy Administrator has selected a default colour for an issue type, then that colour is displayed in the Colour box when you create an issue ticket of that issue type.
Select the current status of the issue from the Status list.
Click the icon against the Assigned To field to select and assign.
Select the date from when the issue has been occurring from the Choose start date list.
Select the date by which the issue has to be resolved from the Choose due date list.
You can attach a file, a 12d Model project, or a Managed folder to the issue you are creating. Click the icon and select the required entity from the list displayed.

When you attach any of the above displayed entities to the issue, the issue ticket gets linked to that entity also. So, when you view that entity, the issue ticket that it is attached to is displayed in the Issues tab as shown below. Here a 12d Model Project has been attached to an issue ticket.
Enter a mandatory description of the issue in the Description tab.
If the issue ticket you are creating is of an issue type for which attributes have been added in its definition, then those attributes are displayed in the Attributes tab of the issue ticket creation form.
If you want to notify other contacts of any issue ticket updates via email, you can add those contacts as watchers in the Watchers tab. Click the Add button in the Watchers tab and select the required contacts.
If you want to associate an entity to this issue ticket, click the Add button in the Associations tab and select the required entity from the displayed list.

Follow the steps to associate that entity with the issue ticket. The entity associated is then displayed in the Associations tab.
When you associate any of the above displayed entities to the issue, the issue ticket gets associated with that entity also. So, when you view that entity, the issue ticket that it is associated with is displayed in the Associations tab as shown below. Here a folder has been associated with this issue ticket.
Click the Create link at the end of the ticket.
The issue ticket is created and displayed in the Issues link in the job tree.

If you select an issue ticket from the list, its details are displayed as shown below.

You can add your comments about the issue in the Add a comment box in the above window. You can also tag other users with @<username> to notify them via email about the comment being made. Any user who can view the issue tickets can add comments on an issue ticket.
You can also generate issue-related reports by clicking the link.
When you access the entity attached to the issue ticket(in step 10 of the above procedure) either from the job tree or by clicking the Go to Attachment link in the above image, you can see that the issue ticket is displayed in the Issues tab of that entity.

1.2. How to Create an Issue from the Model (BIM) Viewer

In the 12d Synergy Web application, visualise the required IFC file, IFCzip file or a federated folder on which the issue has to be raised.
The file/folder is opened in the Model Viewer.

If you select a federated folder, you can choose to select a file from that folder using the Select Models to show icon to raise an issue on it.
Place the mouse cursor on any point on the file and zoom in using your mouse scroll wheel.
Click the Create an Issue icon from the toolbar of the Model Viewer window.
Place the cursor on the point where there is an issue in the visualised file.
Let’s create an issue titled “Review the height of the traffic island.”. Place the cursor on the traffic island, as shown in the image below.

A blue-coloured dot is displayed at the point of issue, and a Create Issue prompt to fill out the details of the issue is displayed. You will also see that a snapshot of the zoomed-in file with the point of issue is taken automatically and displayed in the Preview section of the Create Issue prompt.
Enter a relevant title for the issue in the Title field.
Select the issue type from the Type list. By default, the Generic issue type that is shipped with the 12d Synergy applications is displayed.
By default, the Status of the issue is selected as Not Started (the first status of the issue type). However, you can change it if needed.
Click the icon against the Assigned to field to assign the issue to a contact.
Once the issue is created, an email is sent to this Assignee notifying him/her of the assignment. If the assigned person is the same as the user creating the issue, then no explicit email is sent.
Click the calendar icon displayed against the Choose start date and Choose due date to select start and due dates, respectively.
There are four tabs displayed below the Preview field of the issue.
- Description — Enter a brief description of the issue in this tab. It is mandatory to give a description.
- Attributes — If any attributes are created for the selected issue type, they are displayed in this tab.
- Watchers — You can add a list of contacts who should be notified of issue updates. Even if a comment is added to the issue, all contacts added as watchers will be notified.
- Associations—You can associate this issue with another entity, such as a file, folder, job, task, 12d Model project, contact, company, or another issue.
Click the Create link.
An issue is created, and its details are displayed in the View Issue form.

The issue is also added to the list of created issues in the Issues link in the job tree structure.
The Log tab is a new tab in the View Issue form. It displays all the details of the updates made to an issue in chronological order.

You can click the Edit icon to edit or update the details of the issue.

You can click the Delete Issue icon to delete the issue.

You can click the Reports icon to generate issues related reports.

1.3. How to Edit an Issue Ticket

If you are a 12d Synergy Administrator, by default, you have permissions to edit an issue ticket.

However, if you are a user, you will need explicit permissions to view and edit issue tickets.

If these permissions are not given to you, the Edit icon and button are disabled.

In the 12d Synergy Client application, click the Issues link in the job tree.
The list of created issue tickets is displayed to the right.
Do one of the following:
- Click the edit icon displayed in the Actions column of the issue ticket you want to edit.
- Click the issue ticket you want to edit and click the Edit link on the page that is displayed.
The details of the issue ticket are displayed.
Edit the issue ticket as required and click the Update link.
The issue ticket is updated, and its details are displayed.