Creating a retrospective Issue

How to create a retrospective issue in PIM. This allows you to add an Issue to the history and 
select the date it was issued.

Navigate to the Records list

From the project homepage, click Records in the sidebar menu.

Select Records

Find the records whose revisions you wish to issue and hover over the row and click the grey circle. You 
can use the Filters panel to find your records more easily.

Create New Issue

From either the right hand side of the command bar, or the information panel buttons click New Issue.

Provide Issue Information

Provide the required issue information in the felds at the top of the Create Issue panel.
Click Advanced Options then click Mark Issue as already sent. 
Select an Issue Date.

Choose Issue Recipients

In the Issue Recipients field, type the name of the contacts you sent the issue to.
Either individually or using the bulk set field, set the transmittal method by which you sent the 
issue to the recipient. To learn more about the different transmittal methods follow the guide 
below.
If your contact does not belong to your project you can add it following the steps in the guide 
below.
Recipients for a Retrospective Issue will not be sent emails.

Choose Revisions

To change the revision you want to be included in the issue, click the edit Symbol at the end of each row. 
From the drop-down, select the revision you wish to choose and click the tick to confirm your 
confirmation.

Choose Renditions

Once you have made your revision selection, click the rendition icons next to each revision to highlight 
them to include them in the transmittal. 
To remove a rendition, click a highlighted rendition to make it appear faded and it will not be 
included in the issue. You can use the Select All Renditions, Deselect PDFs and Clear Selection buttons 
to bulk choose renditions.

Save Issue

Depending on whether you want to transmit the issue, click either Transmit and Issue or Create Issue.
Once clicked, the panel will close and you will be navigated to the Transmittals list, where you 
will see your issue at the top of the list.

Transmit Status

Once started, the issue will be transmitted in the background and you will see in the Status column the 
progress of your issue.
Once the issue has been successfully transmitted you will see a green status bar at the top of the information panel for the issue.
Under the Management tab you will see a list of actions that can be performed.
You can download the final version of the Transmittal by clicking Download Transmittal. 
You can also download the final version of the Transmittal Document by clicking Download Transmittal Document.
For more detailed information about the status of transmittal click on the issue to open up the information panel. If you have made a mistake in your issue, it cannot be deleted. Instead it is recommended you void your issue, and then clone the voided issue using the Clone Issue button and amend the mistake before transmitting.

Finish

You have now successfully created an issue in PIM.