Add Punchlist Items

You can add all defects identified during the inspection as individual punch list items (PLIs) to the event.

Roles and Permissions:
Only users with 'Create' permission for the 'Punchlist' module enabled in thier role can create punchlist items.

To add items to an 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 the name of the event to open it

• Click 'Create Punchlist Item' on the top-right
• Enter the preliminary details

Title - A label to identify the event.

Select Event - The field is prepopulated with the event you chose in the previous step. The field is uneditable.

Due Date - The date on or before which the item needs to be resolved, inspected, and approved.

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

The item opens to add further details and the description of the defect:

Step 1 - Enter additional details:

The 'Details' tab opens with the details you entered in the previous step. The assignee company and the trade are fetched from the event details.

• Edit any of the details if required

Linked Items - Add related plan drawings, schedule items, budget items and project documents like RFI, submittals, punchlists etc., to the PLI for reference. This is optional.

• Click '+Link Item' 
• Choose the type of the item from the drop-down at the top

• Select the item to link
• Click 'Add'
• Repeat the process to link more items as required

Notes on Plan drawings and plan markups:

You can link plan drawings with or without markups, or already existing markups to the PLI.

Plan drawings with or without markups:

• Choose 'Plans' in the link items drop-down menu
• The plan drawings added for the project are shown:

• To add a plan sheet, select the plan you want to use by clicking the check box on its left and click the 'Add' button
• To create a new markup to specify the location or illustrate the defect, click 'Add markup' on the left. See Markups for guidance on creating different types of markups on the plan drawing.
• Enter a name for the markup and click 'Ok' to add the newly created markup.
• Repeat the process to add more plan drawings.

Plan markups

• Choose 'Plan Markups' in the link items drop-down menu
• The list of plan markups added to various plan drawings for the project is shown
• Select the markup and click the 'Add button'
• Repeat the process to add more markups

Add Watchers (Optional)

The 'Watchers' pane allows you to specify your team members to notify them of the PLI's progress and details. Linarc sends a notification to the persons on each activity on the PLII. If given access, they can view the details at each step from their Linarc project consoles.

To add watchers to an RFI

• Start typing the name of the person in the text box under 'Watchers' and choose from the options 
• Click the 'Add' button
• Repeat the process to add more watchers

Step 2 - Describe the defect

• Click the 'Images' tab
• Explain the defect in the 'Description' text box under 'Issue'
• Click on the top right to add attachments like photos, images, and/or other document files to your response:

• Drag and drop the file to the lower pane
• Alternatively,
  • Click 'Browse'
  • Navigate to the required image file and open
  • Repeat the process to add more images or documents
• Once you are done with the attachments and links, your description will be saved automatically.

Add Comments (Optional)

• Enter any comments, notes, and remarks to share with the participants in the 'Comments' section

Your PLI is auto-saved.

• Repeat the process to add more PLI's to the event.

You can publish the PLI to push to the contractor in two ways:

• Publish the event once you have added all PLIs to it.
• Publish the individual PLI.