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20. Documents and Issues Management

Updated: Oct 6, 2023


UniPhi uses the Issues module for effective project collaboration. The Issues module achieves that through comments, and issue actions, which are accessible to the whole team. UniPhi also allows issues to be integrated with UniPhi documents.


The relationship to the Documents module is in ensuring that as Issues are resolved there is documentation to support the approved resolution.

In this section you will see how this is managed in UniPhi through the integration between:


· Issues (RFI tracking)

· Contracts

· Documents (Surveillance Reports)


All information that is worth recording on a project relates to the resolution of an issue. If this statement is true, then all communication is usually in resolution of an issue. This may be as simple as getting site fencing erected to major change in scope or budget.


The following examples will demonstrate how UniPhi assists with recording initial communications/issues and appending information responses to communications.


Recording communications as project issues


Project related communications often come via email, and it is important to ensure that this information along with any file attachments are stored in UniPhi to allow for effective collaboration in addressing the issues. UniPhi integrates with MS Outlook via the UniPhi for Outlook Add-in that allows users to quickly and easily save emails and attachments directly into UniPhi as either a document or an issue. For more information about logging issues in UniPhi see the UniPhi 15 Issues Management Manual.



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