Define Issue Types

OBJECTIVE

The define issue types allows the user to configure the set of actions to be done to an issue type. Subsequently, during the creation of a site issue, the fields and the information will be displayed depending on the type of event.

This option allows user to identify by issue type that serves as a model for the site issues.

PREREQUISITE

The Change Orders module must be installed
Define Main Fields
Define Sending Types

Steps

maestro* > Projects > Maintenance > Issue Management > Define Issue Types

Create an issue type

Enter the required information:

Fields followed by an * are required fields.

Field

Description

Type*

Issue Type code.

NOTE: This code will be used when creating a site issue in order to view the fields depending on the type of issue selected.

Maestro* Type

Type of transaction identified for this type of issue. The maestro* types will be used in some screens to limit the choice of issue in relation to the maestro* type.

The types are: change notice, meeting minutes, punch list, request for information, request for quote, transmittal.

French Description

French description of issue type.

Description

English description of issue type.

Sending Type

Allows the user to set by default, the type of output to use. This type of output will be used when saving the site issue.

Issue Number section:

Field

Description

Numbering

Available values:

Per project

The numbering of the issue is in relation to the project. A separate sequence per project is used.

Per Issue Type

The numbering of the issue is in relation to the project and the issue type. A separate sequence by project and by issue type is used. The use of a numbering prefix is required in this case (see Counter Num. Prefix field).

Per Issue Sub-Type

The numbering of the issue is in relation to the project, the issue type and the issue sub-type. A separate sequence by project, by issue type and by issue sub-type is used. The use of a numbering prefix in the definition of the sub-type is required in this case.

Counter Num. Prefix

Numbering Prefix for the sequence in relation to the selected type.

NOTE: If a prefix has already been entered in the configuration of the project, this last prefix is added to the counter num. prefix.

Options section :

Field

Description

Impact on Cost

Indicates to maestro* that the site issue that is created using this type will have an impact on the costs, if the box is checked. If not checked, during the change notice transfer, no cost will be transferred to the project.

Automatic Distribution

Indicates to maestro* that an email must be sent immediately once the site issue is saved.

Display form/templates when saving

Indicates that the form must be generated and automatically displayed once the issue is saved.

Field	Description
Type*	Issue Type code. NOTE: This code will be used when creating a site issue in order to view the fields depending on the type of issue selected.
Maestro* Type	Type of transaction identified for this type of issue. The maestro* types will be used in some screens to limit the choice of issue in relation to the maestro* type. The types are: change notice, meeting minutes, punch list, request for information, request for quote, transmittal.
French Description	French description of issue type.
Description	English description of issue type.
Sending Type	Allows the user to set by default, the type of output to use. This type of output will be used when saving the site issue.

Field	Description
Impact on Cost	Indicates to maestro* that the site issue that is created using this type will have an impact on the costs, if the box is checked. If not checked, during the change notice transfer, no cost will be transferred to the project.
Automatic Distribution	Indicates to maestro* that an email must be sent immediately once the site issue is saved.
Display form/templates when saving	Indicates that the form must be generated and automatically displayed once the issue is saved.

Enter the required information in the Main Fields tab:

Field

Description

Field

Displays the list of fields provided by default in maestro*.

NOTE: It is possible to rearrange the fields by clicking on the icons Move this field up or Move this field down.

NOTE: It is possible to modify the field name provided by maestro* by completing the French Description and/or Description columns, as needed.

View

Indicates to maestro* that the field will be displayed, if the box is checked.

Required

Indicates that the field is required, if the box is checked.

NOTE: If checked, a value must be entered in the required fields in order to save the site issue.

French Description

French description of the field.

NOTE: This description will be displayed for the user in the issue management screen.

Description

English description identifying the status code of the invoice.

NOTE: This description will be displayed for the user in the issue management screen.

Number of Rows

Allows the user to enter the number of rows to display when entering the field details in the memo (Note, Question, Answer and Source).

Mandatory Recipient

Indicates that the recipient is required, if the box is checked.

Values List

Allows user to enter a list of acceptable values for this field.

NOTE: This field is only available for the following field types: Dropdown list.

Default Value

Allows user to indicate default values for each field. Upon creation of a new issue, these values are automatically displayed, but can be modified if required.

Field	Description
Field	Displays the list of fields provided by default in maestro. NOTE: It is possible to rearrange the fields by clicking on the icons Move this field up* or Move this field down. NOTE: It is possible to modify the field name provided by maestro* by completing the French Description and/or Description columns, as needed.
View	Indicates to maestro* that the field will be displayed, if the box is checked.
Required	Indicates that the field is required, if the box is checked. NOTE: If checked, a value must be entered in the required fields in order to save the site issue.
French Description	French description of the field. NOTE: This description will be displayed for the user in the issue management screen.
Description	English description identifying the status code of the invoice. NOTE: This description will be displayed for the user in the issue management screen.
Number of Rows	Allows the user to enter the number of rows to display when entering the field details in the memo (Note, Question, Answer and Source).
Mandatory Recipient	Indicates that the recipient is required, if the box is checked.
Values List	Allows user to enter a list of acceptable values for this field. NOTE: This field is only available for the following field types: Dropdown list.
Default Value	Allows user to indicate default values for each field. Upon creation of a new issue, these values are automatically displayed, but can be modified if required.

Click on Save.

Last modification: October 15, 2026