This document will cover best practices for Issue Resolution and the simplified workflow it entails for an administrator and a user. For an administrator, setting up and configuring a punch list form has never been so easy. For a user, whether you are in the office, site or field, adding data, attaching files, red lining and synching content to Bentley Cloud Services is simple.

Administrators:

For an administrator, configuration and setting up the Issue Resolution Punch list is a simple task. As long as you have the Account Administrator role added to your user management profile, you will have the rights to create and modify Issue Resolution Administrator content.  The Account Administrator role can be added by contacting your site administrator or you can call in to Bentley Support for getting the Account Administrator role added to your profile. Once the role is added, you will have access to the ProjectWise Issue Resolution Administration tile. Go to connect.bentley.com à Recent Projects; select a project where you want to add a punch list item,  à then select ProjectWise Issue Resolution Administration Tile (SC1).  

Once in the Form Manager, select the type of Issue to create.  From the drop down, select Punch list, click on ‘Create New Form’, and give it a name. Once the form is created the Form Editor Page will appear.  Now you can set up the form with specific types of field’s by adding them from the left pane

(SC2) to the right pane (SC3) by simply clicking on the field.

The next step is to customize the fields. Depending on the specific types of fields you chose, each can be customized on their own as listed below:

1. Text box can have modified Display Names
2. Check Box can have modified Display Names
3. Select List can have modified Display Names and also add pick list items to select from

Once done make sure you click Save. You are now ready to have user’s enter data in an Issue Resolution Punch List form.

Users:

Bentley Navigator CONNECT Edition provides a common interface whether you are in the office on your desktop, on a site using a touch screen conference device or in the field on your tablet or other mobile device. Bentley Navigator CONNECT Edition allows you to access your entire project anywhere you are.  Issue resolution punch list forms are one of the Bentley Cloud services featured via Bentley Navigator CONNECT Edition.  This feature will stay in sync with all data entered in each of the devices used with a common workflow that does not need to be altered. One application with the same experience in different devices.

A user who is working in Bentley Navigator CONNECT Edition can access Issue Resolution Punch list forms from any of the Projects that are synced to Bentley Cloud Services. In the example above let’s use 002 – Substation Project that is a CONNECTED Project. The CONNECTED project is accessed via Bentley Navigator CONNECT Edition and the Issue Resolution Punch list item that was created above by the administrator ‘Substation – Power Grid 002’

When the user navigates to the Issue tab in an .imodel drawing file (SC4) the user then can select an object in the drawing, click on it and create a punch list item. (SC5) 

The ‘Substation – Power Grid 002’ issue form will come up (SC6). The user can now work with the issue resolution punch list item and fill in all the attribute data.

SC6

There are two other tabs on this form called Attachments and Comments. In the Attachment tab you can take a quick picture of an imodel or you can use your tablets camera to take a picture of the physical item that is in front of you while you are in the field or on site. Once the picture is taken you can redline and make comments on it and attach it to the issue, which can then be used by other project members to view via a viewer app of choice. (SC7)

SC7

                                                                                                                                                              

The comments section provides an area to have a conversation with other project members on the issue. The user can then click on done and the issue is now ready to be synced to Bentley Cloud Services. It is best practice to sync the change you made as soon as you edit the punch list form. The triangle on the far left of the screen shows that content is not yet been synced (SC8). When the user clicks on the refresh icon (SC9) you will see that you have successfully synced to Bentley Cloud Services.

 As you can see, the workflow is simple and the administrative side is even simpler. Whichever environment you are in, Office-Site-Field, you will have the same workflow and experience through Issue Resolution Services.