Owner Walk Through Business Process

Use the Owner Walk Through business process to perform site or system walks and record issues. The resulting items automatically create Punch List Items business process records.

Characteristics

This is a Project-level business process with a workflow, provided in the system template.

Record Statuses

Canceled

terminal status

Closed

terminal status

Pending

non-terminal status

Punch_Items_Created

non-terminal status

Workflow

The default workflow for the Owner Walk Through business process is set up in a certain way; however, it may be used differently by your organization. Typically, a user with the necessary permissions can create the record and either move it directly to the end step or send it to others for review or approval. The recipients in the second step can approve or reject the record or send it on to others.

Related Processes

The Owner Walk Through business process might create the following business processes: Punch List Item

The Owner Walk Through business process might be created by the following business processes: Not applicable

Creating an Owner Walk Through Record

Create an Owner Walk Through record by navigating to Project Closeout / Owner Walk Through on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab. Act on an existing Owner Walk Through task that has been assigned to you from the Tasks log.

Complete the Owner Walk Through form and attach related documents, if needed. After completing the form, click Send and 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.

  1. Go to your Project tab and switch to User mode.
  2. In the left Navigator, select Project Closeout, and then select Owner Walk Through.
  3. On the Owner Walk Through page, click Create. Refer to the tables below to complete the form. You can click Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
  4. To add attachments, click Attach Files on the Attachments tab.
  5. After completing the form, click Send.
  6. On the Workflow Action Details tab, select who should receive this Owner Walk Through.
    • If permitted, you can add users to the CC list. These users will receive a notification about this Owner Walk Through but are not assigned a task.
    • If permitted, you can adjust task due dates for all users, or set individual task due dates for each assignee.
  7. Click Send.
  8. In the Notification window, review the content and click OK.

    The record moves to the next step in the workflow.

Completing the Owner Walk Through Form

Key Information

Key Details related to this Owner Walk Through

Field Name

Access

Description

Title

Required

Enter a title.

Purpose

Editable

The purpose for the Punch List or inspection

Line Item Count

Read-Only

The number of line items

Status

Read-Only

This field displays the status of the record.

Punch List Items Defaults

Set default values for any Punch List Items that are found.

Field Name

Access

Description

Priority

Required

Priority of the punch list item

Assigned To

Required

User assigned to the Punch List line items

Punch List Due Date

Required

The date the item is due

Description

Enter the description of this Owner Walk Through. This information might appear in any formal printouts.

Field Name

Access

Description

Short Description

Editable

Enter a description of 250 characters or fewer.

Detailed Description

Editable

The detailed information about the short-description field. The field size can be expanded.

Record Information

System information about this record

Field Name

Access

Description

Record Number

Read-Only

System-assigned record number

Creator

Read-Only

Creator of this record

Record Last Update Date

Read-Only

Date that the record was last updated

Creation Date

Read-Only

Date that the record was created

Business Process Record URL

Read-Only

A shareable link to this record, for anyone with the necessary permissions

Due Date

Editable

Target completion date for this record. A default duration has been set by your administrator but can be overridden here for this record.

Project Number

Read-Only

Unique Project Number

Project Name

Read-Only

Name of the project

Completing the Inspiration Items List tab

Item Details

Key information describing the Punch List Item

Field Name

Access

Description

Standard Issues

Editable

The list of common issues

Punch List Due Date

Required

The date the item is due

Master Section

Editable

Indicates the category of the defect (main section)

Priority

Required

Priority of the punch list item

Type

Editable

The item-type for the Punch List line item

Area

Editable

The area, from a list of physical areas, related to this project or building

Contract

Editable

The contract that is a reference to this record

Description

Detailed description of this Punch List Item

Field Name

Access

Description

Short Description

Required

Enter a description of 250 characters or fewer.

Detailed Description

Editable

The detailed information about the short-description field. The field size can be expanded.

Image

Quickly add an image to this Punch List Item. If you must add additional images, videos, or other supporting documents, attach them to this line item. Image markup can also be done on the attachments.

Field Name

Access

Description

Issue Thumbnail

Editable

Thumbnail showing the issue. If you must include a high-resolution image (or multiple images, videos, and so on), use the Attachment feature.

Participants

Creator, Assignee, and Reviewer for the Punch List Item

Field Name

Access

Description

Assigned To

Required

User assigned to the Punch List line items

Company

Editable

The company of the user assigned to the Punch List line items

Punch List Item Creator

Read-Only

Name of the person who initiated this Punch List Item

Punch List Item Reviewer

Required

Name of the person who will review this Punch List Item after it is resolved or if it is disputed

Resolution

Field Name

Access

Description

Brief Summary of Actions Taken

Editable

Brief description of the actions taken

Linked Punch List Item

After the Punch List Item is created for this line item, you can see key information here.

Field Name

Access

Description

Linked Punch List Item

Read-Only

The link to the Punch List record

Record Number

Read-Only

The number assigned to the related punch list item

Notified Date

Read-Only

The date the assignee was notified about the item

Resolved Date

Editable

The date the item was resolved

Closed Date

Editable

The date the item was closed

Additional Information

The Punch List Additional Information block is reserved for future use by your organization.

Field Name

Access

Description

Punch List Date Only Picker UDF 1

Disabled

Reserved for future use by your organization

Punch List Date Only Picker UDF 2

Disabled

Reserved for future use by your organization

Punch List Decimal UDF 1

Disabled

Reserved for future use by your organization

Punch List Decimal UDF 2

Disabled

Reserved for future use by your organization

Punch List Date and Time Picker UDF 1

Disabled

Reserved for future use by your organization

Punch List Date and Time Picker UDF 2

Disabled

Reserved for future use by your organization

Punch List Currency Amount UDF 1

Disabled

Reserved for future use by your organization

Punch List Currency Amount UDF 2

Disabled

Reserved for future use by your organization

Punch List Picker UDF 1

Disabled

Reserved for future use by your organization

Punch List Picker UDF 2

Disabled

Reserved for future use by your organization

Additional Notes

The Punch List Additional Notes block is reserved for future use by your organization.

Field Name

Access

Description

Punch List Text 255 UDF 1

Disabled

Reserved for future use by your organization

Punch List Text 255 UDF 2

Disabled

Reserved for future use by your organization

Punch List Text 255 UDF 3

Disabled

Reserved for future use by your organization

Punch List Text 255 UDF 4

Disabled

Reserved for future use by your organization

Punch List Long Text UDF 1

Disabled

Reserved for future use by your organization

Punch List Long Text UDF 2

Disabled

Reserved for future use by your organization



Last Published Monday, April 14, 2025