Create a Punchlist Event

The project manager, any other staff member belonging to the general contractor, or any subcontractor can create punch list events during periodic inspections, site walkthroughs, etc. 

Roles and Permissions:
Only users with roles having 'Create,' 'Maintain,' or 'Manage' permission enabled for the Punch List module can create punch list events.

• The web console allows the event at any time. This is useful for creating the punchlist after you note down the defects from the site and record them from the office.
• You can specify people who participated in the inspection/walkthrough so that they are notified at each progress stage of the items added to the event.

Punchlist created by the GC

• The GC can specify the trade type and the subcontractor whose work is inspected during the event. 
• If the work from different subcontractors is inspected at the same time, create an event for each subcontractor to include the defects to be assigned to the respective subcontractors
• All items added to the event are auto-assigned to the respective subcontractor. 
• Once the subcontractor resolves the defects, they mark them as resolved and notify the creator.
• The creator needs to approve and close each defect after their inspection.

Punchlist created by an SC

• Subcontractors can also create events and include the defects identified during their inspections and walkthroughs.
• They can assign the event and the included items to themselves or any other subcontractor but cannot push the items to them directly.
• The event auto-saves as a draft and forwarded to the general contractor. The GC can then assess the items and publish the event to push them to the assignee subcontractor.
• Once resolved, the GC should approve the items and close them.

To create a punch list event

• Open the management console of the project
• Click 'Punchlist' on the top

The 'All events' screen opens by default.

• Click 'All Events' on the left to return to the Events screen if you are on a different screen

• Click 'Create Event' on the top-right
• Enter the preliminary details of the event

• Enter the event details:

Name – Enter a label to identify the event

Event Type – Select the nature of the event, whether it is an inspection, walkthrough, etc., from the drop-down

Trade – The division of work for which the inspection is made. Choose the trade from the list.

Contractor – The subcontractor company whose work is assessed primarily. The drop-down list shows only those contractors corresponding to the selected trade. Choose the contractor.

Event date – Use the calendar to enter the date at which the event was conducted.

• Click 'Create' to save the event as a draft

The next step is to add the participants who took part in the inspection. 

• Select the event from the list
• Click inside the 'Participants' text box, select the people from different contractors, owner, and architect companies, and click 'Add,' one-by-one.

Please note that you can add only those users present in the project's construction team. 

The event is auto-saved.

The next step is adding the identified defects as punch list items to the event. See the next page to learn more about adding items.