Revising Punchlist Record

  1. Go to your project. Ensure that you are in the User mode.
  2. Click on Tasks.
  3. From the Tasks log:
    • Select the task you want to work with, and click > Open. You can also double-click on a task to open it.

    The view-only form displays all fields on the record.

    • The Upper Form contains project information, including the record number and title.
      • The Task Details section displays who sent the record, who can take action on the record, who was copied on the record, the step to which the record was sent, the task due date, the task status, and in Classic View, any task notes. You cannot make changes to the Action form when you are on the Review step.
      • You can add Task Notes for the next step, but you cannot view previous Task Notes.
      • If you want to revisit Task Notes from the previous step, you must undo Accept Task via Actions > Undo Accept Task.
  4. In the Contract field click Select to select the contract and open.
  5. From the Workflow Actions list, select Resubmit.
  6. On the Action Details tab, click To, select and add an assignee, click Add, and click OK.
  7. Click Send to route the record for approval and then click OK.

See Also

Punchlist Business Process

Punchlist Workflow

Creating Punchlist Record

Approving Punchlist Record

Viewing Closed Punchlist Record



Legal Notices | Your Privacy Rights
Copyright © 1998, 2020

Last Published Tuesday, March 2, 2021