Create Punchlists

Punchlists are useful checklists for project stakeholders (contractors, project owners, engineers, etc) to document and track any minor issues such as defects or reworks in the project that must be addressed before project closeout and handover to the project owners. They are created before the final inspection to ensure these tasks are completed in compliance with the terms of the contract.

This process will show you how to:

• Create a Punchlist and add checklist items to it
• Assign a person responsible and set permission to action ( e.g. check, verify or approve) 
• Link other users (other than the assigned person responsible) to the Punchlist so that they can check, verify or approve the checklist items
• Link Photos, Documents, Lots , Approvals and NCRs to the Punchlist item

Related Link : 

View and Edit Punchlist

1. Select a project. Under "Spec and Conformance", click on "Punchlists".

2. Click on the tab "Add Punchlist".

3. Complete the following fields:

• Description - enter a suitable description of the issue
• Raised By - the current user, by default 
• Date Raised - the current date, by default

Click "Create".

4. On the Punchlist register, click on the 'Punchlist No' to open it.

5.  Click on the 'New Item' tab.

Click on each column to complete the following fields:

• Item No – enter a number to help identify the item ( Note : there is no autofill at the moment and this part will be updated if there are any changes).  
• Description - details of the issue to be addressed or fixed
• Person Responsible* -  select from the dropdown list

Click 'Save' or 'Save & Close'

*Note: Person Responsible does not necessarily have to be an existing user and can be a different person from the user who can check, verify or/and approve the Punchlist ( Step 7).   

6a) Next, you need to set the actions required for the item i.e. Check, Verify and Approve.

By default, all three actions are assigned to the item when it is created. To adjust this, select the item and click on the “Action on Selection” icon. Then, click to select the option to  remove (or add) the action for the item. 

Click “Save”.

6b) When the action is removed for the item, the box will disappear under the action. For example, the figure below shows the “Approve Not Required” option has been removed.

7) Next, you need to link and set permission for the users who are assigned to check, verify or approve the Punchlist item.

Note: You can assign more than one person and this person need not be the same person that you have assigned as the "Person responsible" for that item. For example, you can assign Alex Build as the "Person responsible" for the Punchlist to check this item. You can then assign another user e.g. John Doe, to approve the item, by linking him to the Punchlist as shown in the following steps. You 'll also be prompted to set the permission level e.g. to check, verify or approve. 

Important: Users have to be added and given the appropriate access to Punchlists by the Administrator before they can be linked to a Punchlist. 

7a) With the relevant Punchlist selected, click on the ‘Related Items” icon.

Then click on the “Link” icon next to “Roles”.

7b) Select the user and click “Save”.

7c) Select the action permission to be assigned to the user on the dialog box. For this example, we are selecting “Check”.

7d) Under Roles, you can now see the user and their permitted action for the item.

Note: You can assign multiple users to action the item, where all their names and permissions can be viewed under Roles.  

8) You can also link Photos, Documents, Approvals, Lots and Ncrs to the Punchlist item under "Related Items".  Click on the link icon next to Related Item.