Punch List Item Business Process
Use the Punch List Item business process to track the list of punch list items identified for the project. Items can be either directly entered or created via the Owner Walk Through.
Characteristics
This is a Project-level business process with a workflow, provided in the system template.
Record Statuses
Canceled | terminal status |
|---|---|
Closed | terminal status |
Contractor_Review | non-terminal status |
Disputed | non-terminal status |
Open | non-terminal status |
Owner_Review | non-terminal status |
Workflow
The default workflow for the Punch List Item 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 Punch List Item business process might create the following business processes: Not applicable
The Punch List Item business process might be created by the following business processes: Owner Walk Through
Creating a Punch List Item Record
Create a Punch List Item record by navigating to Project Closeout / Punch List Item on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab. Act on an existing Punch List Item task that has been assigned to you from the Tasks log.
Complete the Punch List Item 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.
- Go to your Project tab and switch to User mode.
- In the left Navigator, select Project Closeout, and then select Punch List Item.
- On the Punch List item 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.
- To add attachments, click Attach Files
on the Attachments tab. - After completing the form, click Send.
- On the Workflow Action Details tab, select who should receive this Punch List Item.
- If permitted, you can add users to the CC list. These users will receive a notification about this Punch List Item 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.
- Click Send.
- In the Notification window, review the content and click OK.
The record moves to the next step in the workflow.
Completing the Punch List Item Form
Key Information
Key information about this Punch List Item
Field Name | Access | Description |
|---|---|---|
Standard Issues | Editable | The list of common issues. |
Master Section | Editable | Indicates the category of the defect (main section). |
Title | Required | Enter a title. |
Priority | Editable | 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. |
Assigned To | Required | User assigned to the Punch List line items. |
Company | Read-Only | This field displays the company of the user assigned to the Punch List line items. |
Punch List Item Creator | Required | 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 |
Problem
Information about the issue identified by this item
Field Name | Access | Description |
|---|---|---|
Detailed Description | Editable | The detailed information about the short-description field. The field size can be expanded. |
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. |
Key Dates
Key date information for this Punch List Item
Field Name | Access | Description |
|---|---|---|
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. |
Resolution
Details on how the issue has been resolved
Field Name | Access | Description |
|---|---|---|
Brief Summary of Actions Taken | Editable | Brief description of the actions taken |
Resolution Thumbnail | Editable | Thumbnail showing the resolved issue. If you must include a high-resolution image (or multiple images, videos, and so on), use the Attachment feature. |
Location
Location of the Punch List Item. This can be completed by selecting an Area, by adding your current location (on mobile), or by choosing an area on a map.
Field Name | Access | Description |
|---|---|---|
Tier 1 - Area Group Reference | Read-Only | Tier 1 of the area location |
Tier 2 - Area Group Reference | Read-Only | Tier 2 of the area location |
Tier 3 - Area Group Reference | Read-Only | Tier 3 of the area location |
Tier 4 - Area Group Reference | Read-Only | Tier 4 of the area location |
Tier 5 - Area Group Reference | Read-Only | Tier 5 of the area location |
Latitude | Editable | The latitude of an area |
Longitude | Editable | The longitude of an area |
Record Information
System information about this record
Field Name | Access | Description |
|---|---|---|
Record Number | Read-Only | System-assigned record number |
Status | Read-Only | Record status for a workflow BP record is based on the workflow action preceding the current workflow step. |
Creator | Read-Only | Creator of this record |
Creation Date | Read-Only | Date that the record was created |
Record Last Update Date | Read-Only | Date that the record was last updated |
Business Process Record URL | Read-Only | A shareable link to this record, for anyone with the necessary permissions |
Project Number | Read-Only | Unique Project Number |
Project Name | Read-Only | Name of the project |
Additional Information
The Punch List Item Additional Information block is reserved for future use by your organization.
Field Name | Access | Description |
|---|---|---|
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 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 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 Item 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