Select the Project in the 'Quick Select' section. This will then refresh the page and show the 'Current Project Home' page.
On the 'Quick Links' tab, click the 'Quality Control (QC) and Safety' link under the 'Project Management and Field Staff' section. This will refresh the page and show
the 'QC and Safety Module Landing Page'.
Navigate to the Punchlist Items row in the 'QC Stats' section.
Click the record number under Total, Closed, Open, or Due In column. This will redirect to the Punchlist Items listing.
Optional: Use the Search field to filter Punchlist Items.
Click on the Punchlist Item # to view details.
Click the pencil icon next to 'Punchlist Item Details' shown on top.
Update the fields as needed. Fields with red labels are required.
Optional: To close the Punchlist Item, click the Closed field. This will automatically set the Completion Date to today's date.
Click the 'Save' or 'Save and Close' button at the bottom.
Edit or Close Punchlist Items Using Global Changes
Click the 'Projects' icon on the left menu.
Select the Project in the 'Quick Select' section. This will then refresh the page and show the 'Current Project Home' page.
On the 'Quick Links' tab, click the 'Quality Control (QC) and Safety' link under the 'Project Management and Field Staff' section. This will refresh the page and show
the 'QC and Safety Module Landing Page'.
Navigate to the Punchlist Items row in the 'QC Stats' section.
Click the record number under Total, Closed, Open, or Due In column. This will redirect to the Punchlist Items listing.
Optional: Use the Search field to filter Punchlist Items.
Select one or more Punchlist Items using the checkbox on the left.
Click 'Global Changes' button shown above the grid.
Choose one or more options listed below and the required information (ex. Inspection Date).