Use the Problem Log to track problems of any kind. You can track each problem
as part of a "to do" list of unfinished work, until it has been completed.
HINT-- The Problem Log is a very useful part of the Goldenseal project management software.
It's helpful for defect tracking, bug tracking and punch lists.
PROBLEM LOG BASICS
When to Use | Entering Problems | Data Fields | Status
Field | Using Problem Log
WORKING WITH PROBLEM LOG RECORDS
Entering Records | Changing Records | Deleting
Records | Voiding Records
Finding Records | Sorting Records | Fixing Mistakes
WEBSITE INFO LINKS
Bug Tracking Software | Project
Management Software | Punch
Actions Taken | Contact Log | Info Log |
Inspections | Project
When to Use the Problem Log
The Problem Log tracks progress and completion for each defect or problem that you
need to solve.
Use it for any of the following:
- "Punch lists" or "bug lists" of unfinished items on a project
- Callback items on a project that need to be repaired
- Warranty repairs
- Customer support problems
- Problems of any kind that you need to track
HINT-- Use the Problem
Type field to classify your problems, if you track different type of
To enter a Problem Log, follow these steps:
- Choose Problem Log from the Income menu.
- Click the New button, or choose New Record from the Edit menu.
- Enter details about the problem.
SETUP HINT-- There are no required fields. You can enter whatever
you need to describe each problem.
Enter the following information for each Problem Log record:
Job Class-- Enter the type of job that has the problem.
Job-- Enter the name of the job that has the problem.
Brief Description-- Enter a short description of the problem.
Refer To-- Enter the type of cost account that will be repairing this item.
Account-- Enter the person or business that will be fixing this item.
Action Taken-- Enter the action taken to help deal with this problem.
Details-- Enter more complete details about the problem.
Date-- Enter the date this item was created.
Record Number-- A record number is entered automatically.
Problem Type-- Enter the problem type. You can classify problems however you'd like.
Category-- Enter the cost category that covers this problem.
Subcategory-- Enter the cost subcategory that covers this problem.
Location-- Enter the place where this problem is located.
Deadline Date-- Enter the date when you need to fix this problem.
Date Completed-- Enter the date when you successfully fix this problem.
Checked By-- Enter the employee who checked to make sure this item was actually completed.
HINT-- If you'd like to record the date you double-checked each problem, type it into the Details field. You can also add
a custom date field to record more information about each problem.
Comments-- Enter any comments you have about the solution to this problem.
Problem Log Status
Use the Status popup menu to track progress on this problem. You can enter
any of the following status choices:
Entered-- The problem has been entered, but nothing else has been done about it.
Urgent-- The problem is very serious.
Notified-- The responsible party has been notified.
Started-- Work has been started.
Completed-- Work has been completed.
Inspected-- Work has been inspected.
Confirmed-- Work has been double-checked.
Void-- A problem that doesn't need to be fixed, or that is otherwise canceled.
Using the Problem Log
As you complete work on problems, change the Status field. If you'd like, you can track
problems through an entire sequence of notification, completion,
inspection, and confirmation of completion.
To check progress on project punch lists, use the Find command to locate tasks so you can check their status.
As each problem is fixed, change its status.
To see an overall report of problems, choose Projects from the Reports menu, and choose Problem
Log from the submenu.
To see a "punch list" report of problems for one project, choose Projects from the Reports menu, and choose Punch List
by Status, Punch List by Employee or Punch List by Subcontractor.
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