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
| Status | Resulting State |
|---|---|
| Active | non-terminal |
| Inactive | non-terminal |
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, select Save to create a record and keep it in editable mode, or select Submit if you are finished 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, select Create. Refer to the tables below to complete the form. You can select Save at any time to create a record and keep it in editable mode.
- To add attachments, go to the Attachments tab, and select Attach Files
.
- After completing the form, select 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 | Enter detailed information. 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 |