Add punchlist items manually

Step 1: Enter or select the inspection date and inspectors

If you do not prefer to specify the inspection date and inspectors in this step, select Skip.

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Punchlist Items under the QC and Safety section.
3. Select Actions > Add Manually.
4. Optionally, update the Project number if needed.
5. Select one of the following options:
   • Option A - Do Not Enter Inspection Date
   • Option B - Select an Existing Inspection Date and Inspectors and select the inspection date from the dropdown.
   • Option C - Enter New Inspection Date and Inspectors, then enter the inspection Date and select each inspector's Company and Contact.

     The Company dropdown is populated from the project directory.

6. Select Add & Next.

Step 2: Add punchlist items

1. Select the default Location for the punchlist items.
2. Optionally, select the default Responsible Company.

   Usually, this is the firm that will be fixing the non-compliant item.

3. Optionally, select the default Responsible Contact.

   It's recommended to specify a contact especially when emailing open punchlist items.

4. Select the default Due Date.

5. For each punchlist item, specify the following information:
   1. Optionally, update the Punchlist Item #.

      The number is automatically generated and is required.

   2. Enter the item Description.
   3. Optionally, select the Responsible Company, Contact, and Due Date.

      The fields are automatically populated with the default values specified above.

   4. Optionally, select a corresponding file, such as an image, that illustrates the issue.
   5. To add more punchlist items, select Add Extra Rows.
6. Select Add & New button if additional items need to be entered for a different Location; otherwise select Add & Finish.