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
| Status | Resulting State |
|---|---|
| Canceled | terminal |
| Closed | terminal |
| Pending | non-terminal |
| Punch_Items_Created | non-terminal |
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, select Send, and select an action in the Workflow Actions list to determine the next step in the workflow. Select 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 Owner Walk Through.
- On the Owner Walk Through page, select Create. Refer to the tables below to complete the form. You can select Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
- To add attachments, go to the Attachments tab, and select Attach Files
.
- After completing the form, select Send.
- On the Workflow Action Details tab, select who should receive this BP.
- If permitted, you can add users to the CC list. These users will receive a notification about this BP but are not assigned a task.
- If permitted, you can select lists of members in the Contact List section. These members also receive a notification about this BP 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.
- Select Send.
- In the Notification window, review the content, and select 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 Punch List Items 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 50 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 |