Create an Issue

Introduction

How to create an issue in CMap PIM.

Navigate to the Records list

From the project homepage, click Records in the side bar 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 fields at the top of the Create Issue panel.

Choose Issue Recipients

In the Issue Recipients field, type the names of the contacts you wish to send the issue to.

Either individually or using the bulk set field, set the transmittal method which you wish to send the issue to the recipient.

 

Choose Revisions

To change the revision you want included in the issue, click the edit Symbol at the end of each row. 
From the drop down, select the revision you wish to select 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 CMap PIM.