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.
- Go to the Company Workspace tab and switch to User mode.
- In the left Navigator, select Company Lists and Pickers, and then select Standard Issues.
- 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.
- To add attachments, click Attach Files
on the Attachments tab. - 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
Last Published Monday, April 14, 2025