View Punchlist Events and Items

The Punchlist events and the items can be viewed in the list view and the board view:

• Events List View
  • Open an event to view the PLIs
  • Open a PLI
• Items Board View
• Items List View

Roles and Permissions:
Only users with roles having ‘View’ permission or above, enabled for the Punch List module, can view the punch list events and items.

The ‘Punch List Boards’ interface

• Open the project management console
• Click 'Punch List' on the top

Events List View

By default, the Punchlist module opens at the 'All Events' screen. 

• Click 'All Events' on the left to return to the 'All Events' screen if you are on any other screen  

• Event - The title of the punchlist event shortly describing it. Click the name to open the event and view the list of punchlist items (PLIs) included in it.
• Created On - The date on which the event was recorded on Linarc
• Assigned To - The subcontractor to whom the PLIs included in the event were assigned
• In Progress - The number of PLIs recorded in the event and are under resolution  
• Total - The total number of PLIs recorded on that event
• Participants - The stakeholders from different companies that participated in the event selected from the list

Search and Filter options:

• Use the 'Search' box at the top-left to search for a specific event using any value shown in the table as your search criteria
• Click the icon to download the list of punchlist events as an Excel sheet.

Open an event to view the PLIs

• Click the name of an event to view the list of PLIs included in it

• Item - The name of the PLI. Click the name to open the PLI to view the details of and respond to it
• Created On - The date on which the PLI was recorded
• Priority - The criticality of the item. The possible values are 'High,' 'Medium,' and 'Low'
• Due Date - The date on or before which the defect needs to be resolved and closed
• Assigned to - The contractor responsible for resolving the defect. The PLIs included in an event are auto-assigned to the contractor to whom the event is assigned.
• Hours Spent - The labor consumed to rectify the defect
• Status- The progress stage of the PLI. The possible values are:
  • Draft- The item has been added to an event but has yet to be notified to the responsible contractor. You can do this in two ways:
    • Publishing the event - All items in the event move to the 'Open' state at once
    • Publishing items - You can individually publish items to push them to the respective contractor
  • Open - The respective contractor is notified of the item. The contractor has yet to respond by accepting or disputing the item. 
  • Work Accepted - The contractor has assessed the item and agreed to work on it
  • In Progress - The item is pulled for execution on the field, and the work is in progress
  • Resolved - The defect has been resolved, and the creator has been notified. The creator needs to approve the resolution.
  • Approved - The PLI creator has assessed the defect resolution and approved the work. Once approved, the item gets closed

Search and Filter options:

• Use the 'Search' box at the top-left to search for a specific item using any value shown in the table as your search criteria
• Click the icon to download the list of PLIs as an Excel sheet.

Open a PLI

• Click the name of a PLI to open it, view its details, and respond to it

The options available to respond depend on the contractor's role and the item's status. The example shown below is the 'Open' state, as shown to the assignee contractor:

The 'Details' tab

• Shows the summary details and the description of the issue. 

• Linked Items - You can also view any items like the RFIs, Plans, Plan markups, Submittals, etc., linked to the PLI by clicking its name under 'Linked Items.' 
• Action button - The option on the top-right allows you to respond to the item, and it depends on your role and the status of the PLI. Examples include 'Accept Work,' 'Mark as Resolved,' and 'Approve.' 
• Activity Log - The 'Activity Log' pane shows the chronological list of actions by the participants who worked on the PLI 
• Watchers - The 'Watchers' pane shows the construction team members who are notified of the progress of the PLI. You can add watchers to a PLI at any time

The 'Images' tab

• Shows the description of the issue, the issue attachments, and notes added by the participants in the successive steps.

• Attachments - Click on a thumbnail to open an attachment
• Comments - You can add comments to the PLI at any time throughout its lifecycle and share them with others

Items Board view

The board view shows the PLIs as cards under different stages. Each card shows at-a-glance details of the item.

• Click 'Boards' on the left

Stages:

Draft - The items that have been added but are yet to be published. 

Open - Items published to the respective contractors. The contractor has yet to respond by accepting or disputing the item. 

Work Accepted - Items agreed upon by the contractor for work.

Work In Progress - The items pulled for execution on the field, and the work is in progress

Resolved - Items marked as completed by the contractor. The PLI creator needs to approve the resolution.

Closed - Items approved and closed by the PLI creator.

• Click a card to open the PLI. See above to learn more about viewing and responding to a PLI.

Items List View

The list view shows all PLIs recorded in the project so far, with their details.

• Click 'All Items' on the left

• Item - The name of the PLI. Click the name to open the PLI, view its details, and respond to it. See above to learn more about viewing and responding to a PLI.
• Created On - The date on which the PLI was recorded
• Priority - The criticality of the item. The possible values are 'High,' 'Medium,' and 'Low'
• Due Date - The date on or before which the defect needs to be resolved and closed
• Assigned to - The contractor responsible for resolving the defect. The PLIs included in an event are auto-assigned to the contractor to whom the event is assigned.
• Hours Spent - The labor consumed to rectify the defect
• Status- The progress stage of the PLI. The possible values are:
  • Draft- The item has been added to an event but has yet to be notified to the responsible contractor. You can do this in two ways:
    • Publishing the event - All items in the event move to the 'Open' state at once
    • Publishing items - You can individually publish items to push them to respective contractor
  • Open - The respective contractor is notified of the item. The contractor has yet to respond by accepting or disputing the item. 
  • Work Accepted - The contractor has assessed the item and agreed to work on it
  • In Progress - The item is pulled for execution on the field, and the work is in progress
  • Resolved - The defect has been resolved, and the creator has been notified. The creator needs to approve the resolution.
  • Approved - The PLI creator has assessed the defect resolution and approved the work. Once approved, the item gets closed

Search and Filter options:

• Use the 'Search' box at the top-left to search for a specific item using any value shown in the table as your search criteria
• Click the icon to download the list of PLIs as an Excel sheet.