Once a Punchlist is created, it can be updated and viewed by users who have been given access to do so. Users can also generate reports from the Punchlists.
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1. Select the relevant project and navigate to the Punchlist register.
2. To update the items within a Punchlist, click on the Punchlist No to view the checklist items.
3a. Click on each box to tick when the corresponding action is completed. When the “Approved” box is ticked, the item will be highlighted in green.
To undo the action, just click on the box again to remove the tick.
Note: Only users who have been linked to the Punchlist can check, verify and approve based on the permission level that was assigned during linking.
3b. You can view your permission level under Roles. Make sure you select the relevant item before clicking on the Link icon on the right panel.
4. After all the items in Punchlist have been resolved i.e. Checked, Verified and Approved, the Punchlist can be closed out.
With the item selected, click on the “Global Action” icon on right panel and select “Close Out Punchlist”.
5a) You can also view who has checked, verified and approved the items. Click on the inverted triangle at the top right corner and select ‘Column Chooser”. From the dropdown list, click and drag the item to the header toolbar.
5b) You can then view who action the item under the header. You can save this a custom view. See Set Up and Save Custom Views in Registers.
6) You can also generate reports by clicking on the Printer icon on the main register. Note: if you are on the Items page, you’ll need to exit to the main register page before you can see the Printer icon.