Follow the procedure below to view and modify the punch list item attributes using the General tab.
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Navigate to Contracts > Punch List.
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At the top of the screen, in the green parameter bar, click the Contract ellipsis to select the required contract.
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Click REFRESH for screen update.
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Click the Punch List Register tab. The Item Register panel appears.
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Click the Item ID hyperlink. The Item Details panel appears.
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Click the General tab.
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Type a unique Item Name.
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Click the Type ellipsis to select the required punch list item type. The available punch list item types are listed below:
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As Built Drawings (SUB)
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Estimate (SUB)
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Job Safety Analysis (SUB)
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Man Power Report (SUB)
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Other (SUB)
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(Optional) Click the Priority ellipsis. The available values are listed below:
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High
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Low
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Medium
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(Optional) Select a Due Date from the calendar.
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(Optional) Attach the punch list item related document. To attach the document, perform the following:
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Click the Attachment ellipsis.
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Click UPLOAD and then click Choose File to select a file to upload.
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Type the description of the document in the Document Description.
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Click SAVE.
To view or save the attachment, click the attachment hyperlink.
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(Optional) Type in the required Comment.
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Click SAVE.