Approve or Revise a PLI

Modified on Sun, 3 Nov at 4:48 AM

The punch list items marked resolved by the assignees need to be reviewed and accepted by the creator before marking them as approved and closed.

The creator is notified whenever an assignee resolves a PLI and submits it for review.

Roles and Permissions:
Only users with 'Approve' or 'Manage' permission for the 'Punchlist' module can approve and close the PLIs.

To review a resolved PLI

  • Open the punch list tool on your mobile app
  • Open the PLI to review and approve. You can do that in two ways:

1. From the 'Events' screen

  • Open the event to view the list of items in it
  • Tap the item you want to review

2. From the 'Items' screen

  • The items marked as resolved by the assignee listed in the 'Resolved' column 
  •  Tap the item you want to review
  • Evaluate the item
    • View the description and the photos showing the defective spots before and after the resolution
    • Make a physical inspection if required

pli_approve_090824

  • Click ‘Accept’ if you are happy with the resolution. The Punchlist moves to the 'Closed' status.
  • Click ‘Reject’ if you are not satisfied with the work and want to ask for a revision. The item returns to the 'Work Accepted' status. The assignee contractor is notified of the reassignment. They can reassess the issue and rework on it for resolution.

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