Add a new workspace item
Create a new temporary works or project-related item, set its key properties, and link it to other relevant items in your workspace.
This guide is designed for project manager.
Steps
Step 1: Open the Add Item dialogue
From your workspace view, select the option to add a new item; the Add Item dialogue opens as a pop-up window over your current page.
Step 2: Enter basic item details
Type a clear name and description for the item in the main fields so your team can quickly understand what it refers to.
Step 3: Set temporary works type and risk level
Use the TW Type dropdown to choose the most appropriate temporary works category, then select the current risk level from the risk dropdown to reflect the item’s assessed risk.
Step 4: Choose the design check category
From the design check category dropdown, pick the correct category (0–3) or leave it as Not Set if it has not yet been defined.
Step 5: Assign users and roles
Use the assignee controls to search for and select users (such as designers, checkers, or coordinators) so responsibilities for this item are clearly allocated.
Step 6: Add tags for easier filtering
Enter keywords in the tags field; press Enter after each tag to add it as a badge so the item can be filtered and grouped more easily later.
Step 7: Configure RFI discipline and impact (if applicable)
For items that function as RFIs, choose the relevant discipline from the discipline dropdown and select the impact area to indicate what is affected if the issue is not resolved.
Step 8: Link related items
Use the item link selector to search for and connect related items (such as associated designs, checks, or RFIs) so relationships between records are clearly tracked.
Step 9: Review and submit the new item
Check all details, then select the submit or save button; the dialogue closes and the new item appears in your workspace with the configured properties and links.
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Last updated: 2026-02-11