CMiC Field Security - Punch Lists

Security Roles

The following security settings are located on the CMiC Field - Security Roles screen.

  Name of item Assigning this item to your Security Role means you can...
Programs Punch List Open the Punch List screen.
Menu Items Punch Lists View the Punch Lists screen in the Treeview menu.
  Punch List Item Status View the Punch List Item Status Maintenance screen in the Treeview menu.
Privileges Punch List – Create

Assign this privilege to create new punch lists from the Punch List Maintenance screen.

The 'Punch List – Create' privilege is tied to the 'Create' project role privilege located in the Punch List section of the pop-up window launched from the 'View/Create/Update/Delete All Objects' link on the CMiC Field - Project Roles screen, with the following conditions:

  • If the 'Punchlists – Create' privilege is enabled and the 'Create' privilege is disabled:

    • Punchlists can be created from the Punch List Maintenance screen and from within punch list items.

  • If the 'Punchlists – Create' privilege is disabled and the 'Create' privilege is enabled:

    • Punchlists can not be created from the Punch List Maintenance screen but can be created from within punch list items.

  • If the 'Punchlists – Create' privilege is disabled and the 'Create' privilege is disabled

    • Punchlists can not be created from the Punch List Maintenance screen nor from within punch list items.

Project Roles

The following privileges are located in the Punch List section of the pop-up window launched from the 'View/Create/Update/Delete All Objects' link on the CMiC Field - Project Roles screen.

Checkbox Check this box to...
View

View all punch list records on the project, regardless of who made them. If unchecked, then the user can only view punch lists submitted by their company.
Create

Create new punch list items. This privilege is tied to the security role privilege 'Punchlists – Create'.

Update

Edit all punch list records.

Delete

Delete punch list records.

The following privileges are located in the Punch List Items section of the pop-up window launched from the 'View/Create/Update/Delete All Objects' link on the CMiC Field - Project Roles screen.

Checkbox Check this box to...
View

View all punch list items on the project, regardless of who made them.

If unchecked, then the user can only view punch list items under the following conditions:

  • User created the punch list.

  • User created the punch list item.

  • User has been assigned to the punch list item.

  • A contact from the same company as the user created the punch list item.
Create

Create new punch list items.
Update

Edit all punch list items.

Delete

Delete punch list items.

The following privileges are located in the Send/Receive section on the CMiC Field - Project Roles screen.

Checkbox Check this box to...
Send Partner Punch List Send punch list items to all project contacts. If unchecked, the user can only send punch lists to C-Type (internal) users.
Checkbox Check this box to...
Create Punchlist Area On The Fly

The following privileges are located in the Reviewers Table section on the CMiC Field - Project Roles screen.

Checkbox Check this box to...
Hide Reviewer Section - Punch List Items Hide the Reviewers section in the Punch List Items screen.
Checkbox Check this box to...
Validate Punch List Areas Validates area values when entering or editing a punch list.