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How does the Punch List Workflow affect my existing punch list items?

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Background

The Punch List Workflow is an improvement to the existing Punch List tool that allows for better collaboration and insight into the life cycle of a punch item. The workflow includes two new roles--Punch Item Manager and Final Approver--as well as the following additional punch item statuses:

  • Draft
  • In Dispute 
  • Initiated
  • Work Required
  • Work Not Accepted
  • Ready For Review
  • Not Accepted 
  • Ready to Close 
  • Closed

Answer

When the new Punch List Workflow is enabled, you'll notice that the status has automatically changed on your existing open punch items as follows:

  • Open items without Assignees will be marked with the status 'Initiated.'
  • Open items with Assignees who have not been notified will be marked with the status 'Initiated.'
  • Open items with Assignees who have been notified but have not taken action will be marked with the status 'Work Required.'
  • Open items with Assignees who have responded to the item will be marked with the status 'Ready for Review.'
  • Open items with all Assignee responses listed as 'Resolved' will be marked with the status 'Ready to Close.'