Approve or Revise a Punchlist Item

The resolved punch list items need to be approved and closed by the responsible person from the creator company, to mark it as completed and documented. Usually, the project manager or the dedicated punch list manager from the general contractor company closes the PLIs. 

Once the assigned contractor resolves the punch list item, it is reported to the creator for approval. They can access and assess the item, and make a physical inspection if required. They have two options:

• If the work has been completed satisfactorily, the creator can approve and close the item
• If the work does not meet the expectations, the creator can ask for a rework. Once the creator asks for a revision, the item moves back to the 'Work Accepted' state and the responsible subcontractor of notified for the rework.

To approve or reassign a PLI

• Open the management console of the project
• Click 'Punchlist' on the top
• Open the PLI. You can do this in two ways:
  • Open the event in which the item is included and click the name of the PLI
  • Open the 'Boards' screen and click the item from the 'Resolved' column

• View the details
• Open the 'Images' tab 

• Review the resolution notes and attachments
• Click 'Approve' to finalize the work and close the PLI. The item moves to the 'Closed' status
• Click 'Unapprove' if the work does not meet your standards and you want the assignee to rework the item. The item returns to the 'Work Accepted' status. The assignee gets notified on the reassignment.