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

Status Resulting State
Canceled terminal
Closed terminal
Contractor_Review non-terminal
Disputed non-terminal
Open non-terminal
Owner_Review non-terminal

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, 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.
  1. Go to your Project tab, and switch to User mode.
  2. In the left Navigator, select Project Closeout, and then select Punch List Item.
  3. On the Punch List item 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.
  4. To add attachments, go to the Attachments tab, and select Attach Files"".
  5. After completing the form, select Send.
  6. 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.
  7. Select Send.
  8. In the Notification window, review the content, and select 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