Managing Issues

To create and manage Issues, use the Issue History panel of Layout Book Settings.

You can also access Issue History via the button at the bottom of Change Manager.

Here, all project Issues (both the closed Issue and the currently open Issue) are shown with the list of Layout Revisions they contain.

Create New Issue

This command is only available if no other Issue is currently open. Only one Issue can be open at a time.

Every time you create a New Issue, all open Layout Revisions - that have not yet been issued (and are listed in blue) are automatically added to the new Issue.

Update Drawings as needed. You should do a Drawing Update in the Drawing Manager before the New Issue is created. (Otherwise, some Layouts with new Changes may not be added to the Issue.)

Use the New Issue command.

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from Layout Book Settings:

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from the Navigator, using the context menu of the Layout Book

In the New Issue dialog box, enter the needed data to identify the new Issue.

Click OK to create the new Issue.

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The Project’s First Issue: For the project’s very first Issue, all Layouts of the project are “new”, and so all the Layouts are added to the Issue.

Note: A Layout listed in blue means that it has not been issued yet in its current form.

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All Subsequent New Issues: Every time you create a New Issue after the first one, all open Layout Revisions - that have not yet been issued (and are listed in blue) are automatically added to the new Issue. (You are free to remove any Layouts that you don’t need from the Issue. See Remove Layout from Current Issue.)

Issue Details

Issue Details are defined in the New Issue dialog box when you first create it, but you can modify these details at any time for the currently open Issue.

Access Issue Details by clicking the icon from Issue History (in Layout Book Settings):

When the project has an Issue open, Issue Details is also accessible from the Navigator Layout Book context menu.

Show or Hide Change Markers in This Issue

Use the Show Markers pop-up of the New Issue or Issue Details dialog box to define how to show or hide the project’s Change Markers on the Layouts included in this Issue.

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Of latest Revision only: Only the Markers that are part of the latest Revision will appear on the Layouts of this Issue. (Markers associated with previous Revisions will not be shown on the Layout.)

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All: All Change Markers are shown.

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None: No Change Markers are shown on any Layout.

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Since a particular Issue: Change Markers are shown from all the Revisions starting with the Issue chosen here.

Add Layout to Current Issue

Layouts that have gotten a new Revision since the last Issue are automatically added to the current Issue (provided that the Layout Drawings are up to date).

To add any other Layout:

Click Add Layout from the Issue History panel:

Note: Layouts listed in gray text in the Add Layout dialog box have already been added to the Issue; you cannot add these. You can add the ones in black type (not yet in the Issue) and/or those in blue (unissued Revisions that are not yet in this Issue).

or from the Navigator Layout Book in “Tree by current issue” mode:

In the Organizer’s Layout Editor, with the right side in “Tree by current issue” mode, drag and drop Layouts into the Layout Book to add them to the current issue:

Remove Layout from Current Issue

Select the Layout from the Issue History panel of Layout Book Settings.

Click the blue delete icon to remove it from the Issue.

or from the Navigator Layout Book in “Tree by current issue” mode:

You cannot remove Layouts from closed Issues.

Close Issue

Use the Close Issue command:

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from the Issue History panel of Layout Book Settings

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from the context menu of the Layout Book in the Navigator

What Happens When An Issue Is Closed?

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The icon in the Issue History panel of Layout Book Settings changes to “closed”.

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The Issue Date is finalized (no longer indicates “Work in Progress”)

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Data in Issue Details are read-only and can no longer be modified. The Issue Details dialog box displays a lock icon.

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The current Revision of each Layout included in the Issue is closed

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The Revision ID can no longer be modified

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The WIP (Work in Progress) suffix is removed

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No Changes can be added or removed from this Layout Revision

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Any new Change to the Layout results in a new Revision being created

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All Changes on issued Layouts get the status of Issued.

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They are listed with the Issued icon in the Change Manager

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Issued Changes can no longer be deleted; they can only be archived

See Archive Changes in Change Manager.

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The data of Issued Changes can only be modified to a limited extent.

See Modify Change Details.

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Issued Changes can still be linked to model elements. This way, an Issued Change can still take part in a later Issue, on a different Layout.

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Issued Changes can be archived in the Change Manager (see below)

Reopen Last Issue

Note: In Teamwork, the Issues - Modify History access right is required to reopen an Issue. (By default, this right is assigned to the Lead Architect role.)

A closed Issue can be reopened using the Reopen Last Issue command

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from Issue History