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
  • View details of an event
  • Open an event to view the PLIs
  • Open a PLI
• The 'Details' tab
  • The 'Activity' tab
  • Board View

Events List view

• Choose 'Events' at the bottom to view the punch list events and the PLIs included in them in the list view:

Each event is shown as a card with its details and a summary of the PLIs included.

• Tap an event to view the list of PLIs in it. 
• Tap the ellipses at the top right to view the details of the event

View details of an event

• Tap the more options (vertical ellipses) at the top right of an event card and choose 'View'

Open an event to view the PLIs 

• Tap an event to open it. The PLIs added to the event are shown in the list view:

• Filtering options - Use the option at the top right to filter PLIs by their status or due date.

Open a PLI

• Touch a PLI in the list to view the details and status of it. The details shown are dependent on the status of the item.

The 'Details' tab

• Shows the summary details and the description of the issue. If the item is resolved, the screen also allows you to view the attachments added by the assignee illustrating the resolution status.

• Location - Tap Show Issue Location on PlanSheet to view the spot where the defect was identified, marked on the relevant plan sheet
• Attachments - Tap the attachments to expand and view them. Attachments are added during creation, foreman's instructions to the crew, and resolution.  
• Notes - Tap 'Crew Notes' to view the instructions given by the foreman to the crew

The 'Activity' tab

• Shows the chronological list of actions by the participants who worked on the PLI

Board View

• Choose 'Items' at the bottom to view the punch list items in the board view:

The board view shows the PLIs as cards under different stages. Each card shows at-a-glance details of the item. By default, the screen shows two columns.

• Navigate between columns by swiping the screen left or right.

Stages:

• Open - The PLIs created by you or other team members from your company or assigned to your company, but the work is yet to be accepted by the assignee.
• Work Accepted- PLIs that are agreed to work upon by the assignee but the work is yet to be started.
• In Progress - Items that are currently being worked upon.
• Resolved - Items for which the issue is fixed and marked as 'Resolved' by the assignee. These items are pending to be approved by the creator. 
• Closed - Items that were reviewed, approved, and closed by creator, typically the GC.

Tap a card to open and view the details of an item. See here for more details.