Create a Punchlist record in the Tasks log to initiate and accept/reject a new Punchlist record.
On the Punchlist form, specify a title for the record. Add line items for each punchlist item in the Line Item List section.
After completing the Design Change Request form, select an action in the Workflow Actions list to determine the next step in the workflow. Click Send to route the form to the next assignee.
Note: You must enter a value in all required fields (*) before you can save the form.
- Go to your project and ensure that you are in User Mode.
- Expand the Project Closeout node.
- Click Punchlist.
- From the BP log page, click Create.The Create New Punchlist form opens. In the Title field, enter a title.
- In the Line Item List section click Add.
- Click the calendar icons to specify necessary dates and then choose a priority for the line item.
- In the Priority list, select a value.
- In the Spec Section list, select a section.
- In the Issue Category list, select Open.
- In the Location field, enter the location.
- In the Description section provide details for the line item.
- In the Short Description field, enter description.
- In the Est. Schedule Impact (Days) field, enter a value.
- In the Assignee field click Select to select and assignee, click Add, click OK, and click OK to save the line item.
- In the Action Item Approver field, click Select to select and assignee.
Note: You can add multiple line items to a Punchlist record.
- From the Workflow Actions list, select Submit.
- On the Action Details tab, click To, select and add an assignee, click Add, and click OK.
- Click Send to route the record for approval and then click OK.