Create or Modify an Issue
You can use the Enter Issue screen to create or modify a project-related issue.
- Open the Enter Issue screen.
- Note the active company. You can change it if you want.
- In the Project field, do one of the following:
- Enter the code of the project for the issue.
- Click
to select the project for the issue from a lookup list.
-
Tip: You can set this field to default to the most recently used project. See the Remember Last Project field on the Users screen topic or User Groups screen topic for details.
- If you are modifying an existing issue, enter the code in the Document field or click
to select the record to modify.
- Select how the system assigns the issue number by doing one of the following:
Option Description To automatically generate a new number: Select the Generate New Number checkbox. To manually assign a number - Clear the Generate New Number checkbox to indicate that you will manually assign a change management record code.
- In the Document field, enter a code of up to eight alphanumeric characters to identify the record. Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters EXCEPT comma, dash, period, percent, tilde, and single quote. In addition, the code cannot begin or end with a space.
- Press Tab.
- In the Description field, enter a description for the issue.
- If you want to create the Issue by copying from an existing an issue document, follow these steps:
- Click Copy From Document.
- Select one of the following from the Type field:
- All Documents - Both template and non-template issues are available to be copied.
- Regular Documents - Only non-template issues are available to be copied.
- Template Documents - Only template issues are available to be copied.
- In the Document field enter the code of the document you want to copy from or click
to select the document from a lookup list.
- Click OK to return to the Enter Issue screen.
- Complete the remaining fields on the Enter Issue screen.
- Create a PDF of the document record if necessary. For more information see Create a PDF of a Document Record.
- Click Save Document.Note: If the save takes more than a few moments, ProContractor may perform it as a background task. In this case, the background task icon
appears at the upper right of the screen (next to the Help menu). Click the icon to view the current background tasks. You can continue working during this time, but you can't log out of ProContractor until all background tasks are complete.
Note: You can delete an issue by locating the record as described above and clicking Delete Document.