BIM 360: Creating, Tracking, and Closing Project “Issues”

Reviewers use BIM 360 “Issues” to indicate and track problems that need to be addressed during the Design Review process:

1. Reviewers create Issues in “Open” Status and “Assign” the Issues to the UF PM Example of Issue assigned to Project Manager in Open status

2. UF PM assigns Issues to vendors as they are created
Example of Issue assigned to Architect

3. Vendors are notified by an Autodesk email that they have been assigned an Issue

If the Assignee needs input from other project members before an answer can be formulated, the Assignee can re-assign the Issue or solicit advice by “@ mentioning” another project member in the Comments section of the Activity tab
Example of the Issue "Activity" tab with @name mention of another team member

4. The project member assigned the Issue provides a “Response” and changes the status to “Answered” and leaves themselves as the Assignee
Example of an Architect response to the Issue

5. The Issue Owner (Creator) receives an email due to the change in Issue status
Example of an Autodesk email notifying the Issue Owner that a response has been added and the status has been changed to “Answered.”

6. The Issue Owner reviews the supplied answer and determines if it’s satisfactory:

a. If the answer is satisfactory the Issue Owner changes the Issue status to “Closed
Example of an Issue with a response and with the status changed to “Closed.”

b. If the answer is satisfactory, but requires some type of follow-up, such as checking that a change is included in the next set of drawings submitted, then the Owner can change the Issue Type to “Design > Follow-up”
Example of Answered Issue requiring "Follow-up"

Note: Users can search for Issues needing follow-up by checking the “Design > Follow-up” box under “Filters”
Example of filtering Issues with status of "Follow-up"

Note: EHS and FS managers are instructing their inspectors (Issue Owners) to leave the status of these Issues as “Answered,” but consider them “Closed” for the purposes of issuing permits or closing the Plan Review.

C. If the answer is NOT satisfactory, the Issue Owner provides a reason why the vendor’s answer is unsatisfactory in the “Response” field, along with their name or initials. The Owner changes the Issue status back to “Open” and reassigns the Issue back to the UF PM, which generates an email and alerts the PM about the change in status.
Example of changing an Issue from “Answered” to “Open” because the answer (response) was determined to be inadequate.

Note: The Issue Owner also has the ability to “Add a comment” when the status is changed from “Answered” back to “Open”
Example of Issue Owner adding a comment when changing the status from Answered back to Open.

The process steps above are repeated until a satisfactory answer is delivered and the Issue is Closed