Standard Issues Business Process

Use the Standard Issues business process to create a list of common (standard) issues that are seen on projects of the type that an owner manages. This list is created at the company level and then becomes available on the Owner Walk Through and Punch List Item business processes.

Characteristics

This is a Company-level business process without a workflow, provided in the system template.

Record Statuses

Active

non-terminal status

Inactive

non-terminal status

Creating a Standard Issue Record

Create a Standard Issues record by navigating to Company Lists and Pickers / Standard Issues on the Company Workspace tab, or from the Tasks log on the Company Workspace or Home tab.

Complete the Standard Issues form and attach related documents, if needed. After completing the form, click Save to create a record and keep it in editable mode, or click Submit if you are done and ready to commit the record.

Note: You must enter a value in all required fields (*) before you can save the form.

  1. Go to the Company Workspace tab and switch to User mode.
  2. In the left Navigator, select Company Lists and Pickers, and then select Standard Issues.
  3. On the Standard Issues page, click Create. Refer to the tables below to complete the form. You can click Save at any time to create a record and keep it in editable mode.
  4. To add attachments, click Attach Files on the Attachments tab.
  5. After completing the form, click Submit.

Completing the Standard Issues Form

Key Information

Key information related to the Standard Issue or Defect.

Field Name

Access

Description

Title

Required

Enter a title.

Master Section

Required

Indicates the category of the defect (main section)

Description

The descriptions entered here are automatically added to Punch List Items when this Standard Issue is selected.

Field Name

Access

Description

Standard Issue

Editable

The field that will be used for searching in other forms

Detailed Description

Editable

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

Record Information

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

Status

Required

Status of the project



Last Published Monday, April 14, 2025