Add punchlist items manually

Step 1: Specify the inspection date and inspectors

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Punchlist Items in the QC and Safety section.
3. Select Actions > Add Manually.
4. Optionally, update the Project number as needed.
5. Do one of the following as needed:

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

     Alternatively, select Option A - Do Not Enter Inspection Date and select Add & Next.

   • To specify the inspection date and inspectors, do the following:

     1. Select one of the following options:
        • To select and existing date and inspectors, select Option B - Select an Existing Inspection Date and Inspectors and select the inspection date from the dropdown.
        • To enter a new date and inspector, select Option C - Enter New Inspection Date and Inspectors, then enter the inspection Date and select the Company and Contact for each inspector.

          The company dropdown is populated from the project directory.

     2. 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. Optionally, 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 after you enter the description.

   4. Optionally, select Choose file and upload a file from your local drive, such as an image, that illustrates the issue.
6. To add more punchlist items, select Add Extra Rows and repeat step 5.

7. Select Add & New to add items for another location, or Add & Finish to complete.