Managing and Resolving Site Issues

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INSTRUCTOR: Hello, hello.

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Welcome to the last objective of this course.

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In this objective, we are going to learn

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how to manage and resolve site issues.

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Before we go on-site to review and resolve issues.

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Normally the process is that we will

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look at the issues on our PC and I'm

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a big fan of starting my day using the BIM 360 Project home

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page.

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The project home page can be accessed

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by clicking on the Module Selector on the top left

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and then clicking on Project Home.

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So the idea is that on this project home page,

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I can have a quick look at all the actions

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that I need to perform in my day.

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You can also add additional cards to this project homepage

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and if you are a project admin, you

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could add a card that shows you all the issues sorted

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by the root causes.

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So before jumping on my BIM 360 mobile app,

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let me show you how to customize this project homepage.

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As you can see, right now I'm in my Chrome window,

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I'm looking at my project home page.

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Just a reminder, the project home page

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can be accessed by clicking on the Module

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Selector on the top left and then clicking on Project Home.

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Now, this user is also the project admin

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and you can see the Project Admin option here.

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As a project admin, this user can

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add the card that shows you all the issues sorted

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by root cause.

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And to do that, I'll click on Customize on the top right,

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and I click on the Card Library button

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These are all the different cards that I

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can add to my card library.

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In the Search window, I'm going to type in route.

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And as you can see here, there's a root cause card

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that I could add.

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I'll click on Add Card.

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Now this card gets added to the bottom of this window.

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I'm going to drag it to the top because I'm still

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in the customization environment and I'm

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going to place it somewhere here.

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That's where I want the Issue Root Cause card to be sitting.

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Once I'm happy with this, I'll click on the Save button,

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and it now saves this card library for this user

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in the project home page.

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Now as you can see, the issues are now

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displayed by root cause.

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We can still see that there are four undefined issues.

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As I mentioned in the previous course,

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please make sure that you always define a root cause.

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Right now I can see that there are three code compliance

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issues.

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These issues need to be taken care of on-site.

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So let me now show you how would the day of the user who

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needs to go on-site to fix these issues would start.

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Right now, I'm in my Firefox window.

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I'm logged in as this user.

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Now this user is not a project admin.

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So if I click on the Module Selector on the top left,

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you can see that we don't have the Project Admin options.

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However, this user can see all his issues

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under My Issues card.

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Now I'm going to jump onto my BIM 360 mobile app

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and I'll show you how we can action these issues when

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we are on-site.

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All right, so this is my BIM 360 mobile app and before I start,

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let me tap onto the Menu option on the top left.

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And as you can see, I'm logged in as this user

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who was assigned all the issues that need to be fixed.

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So I'm on-site now and I'll start with tapping on Issues

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on the bottom toolbar.

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Currently, these are the issues shown in my Issues panel.

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Before I do anything, I'm going to tap on Filters

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and I'll say show me the issues assigned to me.

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Status are Unresolved, and that type of issue is Building Code.

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I'll tap on Done and now I can see that there are these three

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issues that I need to action.

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I'll start with tapping on issue number 11

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where it says too close to the lighting fixture.

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I can see that I was provided a photograph also.

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And I've also been told that this issue is in room 112.

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So I can now go to room 112, I can take the necessary actions

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to fix this problem, I can then go and tap

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on the Activity option here, and now down the bottom

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I can add some details--

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Issue actioned.

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Now the good thing is, in here, I can also use the "at" symbol

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and tag people who were not originally involved

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in this issue.

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So maybe I need to tag in the site supervisor,

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so I can go and sit "at" and now I can tag Carlos into this.

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The idea is that anyone who's added to this project,

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I can simply use the "at" symbol and I

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can tag them into this issue.

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I'll press the Send button so that information is now added,

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let me hide the keyboard, and just like last time,

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I can tap on the Camera button, and then

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I can take a photograph of the resolved issue.

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Now because this issue was not created by me,

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when it comes to changing the status of this issue,

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I'll tap on Open on the top right,

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and I can only change it to Answered.

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So I'm going to change the status to answered

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and again, as soon as I set the status to answered,

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the user who created this issue straight

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away gets the notification that I have actioned this issue.

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Similarly, I can go to issue number 16

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and I can now action this issue as well.

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So this issue was because an invalid alternate connector was

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used, I can now go and fix that, and then

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I can go to the Activity option, I

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can add some information here--

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issue fixed, ready for inspection.

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And then I'll tap Send.

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And again, I can use the Camera button here also

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to take a photograph.

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Let me change the status of this,

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I'm going to change this also to Answered.

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So similarly, I can resolve all the side issues

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using my BIM 360 mobile app.

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How cool is that?

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So now I'm back on my PC, logged in as the Admin.

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As I mentioned, as soon as the issue status was changed,

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I got a notification in an email,

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and now I can go into my project issues card

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and I can simply click on this button here

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that says Go To Issues.

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It now opens a new tab, it'll take me into the Document

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Management environment under my Issues area,

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and I can see that there are a couple of issues

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that are set to Answered.

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If I click on any of these issues here,

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I can now see the details of this,

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I can look at the activities, and I can also

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see that Carlos was tagged into this issue.

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Now from here, on I can do my own site inspection,

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or if I'm happy with the supplied photograph,

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I can change the status of this issue from Answered to Closed.

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I can add some description here, reviewed the photograph

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and I'm satisfied, and now I'm going to click on Done.

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And now this issue is resolved.

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How cool is that?

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Similarly, I can go to the next answered issue

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and I can go through the same process again.

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So the whole idea is we were able to create issues

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on-site and assign it to the user who had to fix it.

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The user would start their morning on the project home

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page looking at the issues that they need to resolve,

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they would then go on-site, and on the BIM 360 mobile app,

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they'll be able to filter those issues and action them.

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As soon as they action the issues and change the status,

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the person who created the issue is notified,

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and that user can then review the actioned issue

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and then change the status to resolve or keep it

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open depending on what the situation is.

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That's the end of this course, I hope you enjoyed it.

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See you in the next course, Cheers.