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Punch List Settings

Phases, Locations, Notifications, Types and Statuses. Understanding and managing your Punch List Settings

Written by Kelly Shee

Dashboard > Company Settings > Modules > Punch List

Permissions

Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
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In order to add Punch List Types and Statuses, users will need Edit permissions for Settings

Ensure you are using your Punch Lists to your best advantage by customizing your settings the way you need. This article will take you through the different areas of your Punch List Settings to get the most out of them.

Find your Punch List Settings in your Company Settings, under Modules tab, in the Punch List tab.
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Phase Configuration

Phase Configuration allows you to customize the punch list settings for each Phase of your project. This feature is especially useful for projects with multiple phases, as it allows you to exclude Types and Statuses that are not relevant to a specific phase. You can also make certain Fields required for each phase, and configure PDF reports to include only the necessary Fields.

Changes made to each Phase will be reflected in new Punch Items when that Phase is selected.

There are a couple of options when Configuring your Phases in Punch Lists:

Edit Configuration

  1. Find the Phase you would like to configure and click on the three-dot button on the far right

  2. Select "Edit" and a new screen will open

  3. Here you will see the Types and Statuses displayed. There will be an Included and Excluded column for both

  4. To Include Types or Statuses in the Phase, keep these items in the Included column. If you would like to exclude any Type or Status, use the arrows to move the item to the Excluded column

  5. When complete, click Save to exit. Now, you will see these changes reflected every time the Phase is selected in the Punch Item

Note: The yellow highlighted Type and Status indicates it is the default for each Phase. The default for Status cannot be changed as it is the system's default.

Use the Star Icon to set a default Type for your Phase. Simply, click on the Phase Type and then click on the Star Icon.

Configure Fields

You can configure the fields that will appear when creating your Punch List Items, as well as what you will see in your PDF Reports based on the Phase selected

  1. Find the Phase you would like to configure and click on the three-dot button on the far right

  2. Click on the Configure Fields option to display the pop-up tool. Here you will see the Punch Item fields available for the phase selected

    1. Make these Fields Hidden, Optional, or Required for every Punch Item created in this Phase on the Web and Mobile application. Simply, click on the button for each field under the desired option.

      Click on the PDF checkbox to display the Punch Item Fields in the PDF Reports for each Phase

  3. When finished, click "Save" to set your fields.

Note: Fields that cannot be Hidden, Optional, or Required will be greyed out and non-clickable. This is a result of the fields being system-generated.

Hot Tip: When making "Resolution" a Required field, you will be making it required upon completion only.

Notifications

Notification settings allow you to customize the notifications you receive for punch list items. This feature is useful for managing your Punch List workflow and staying on top of important updates for onsite activity.

Note; Punch List Notifications are designed to go out to recipients at 8am Company Time

Types of Notifications

You can receive two types of notifications for punch list items:

  • Email Notifications - Sent to your email address and can be accessed from any device

  • Push Notifications - Displayed within the application and can only be viewed when logged in to the web or mobile app.

*Example of Email Notification

*Example of In-app Notification on the Mobile App

*Example of In-app Notification on the Web App

Configure Notifications

Customize notifications for each Punch Item action by choosing the Notification type and the target user.

To add a new notification, follow these steps:

  1. Navigate to Company Settings > Modules > Punch List

  2. Scroll to the Notification Settings section

  3. Click on the +Add Notification button

  4. Select the Action you would like to set up Notifications for

    1. PL Created, Status Changed, Completed, Resolution Updated, Resolution Photo Added, Due Date Changed, Past Due Date, Priority Changed, Assignee Added, User Assigned Changed, Value Changed

  5. Enable Push Notification by marking the checkbox and selecting Targets

    1. Office Manager, Field Manager, Creator, and Assignee

    2. Enable Email Notification by marking the checkbox and selecting Targets

      1. Creator, Assignee, Distribution (list?), Office Manager, Field Manager, Project Settings custom emails (distribution), Trade

    3. Click "Save" to complete your setup.

Note: If all Notifications are enabled, the Action dropdown will be empty when adding notifications.

Edit/Archive Notifications

Ensure you keep your Notification Targets and Types up to date to prevent inundating users with notifications.

Editing Notifications

  1. Navigate to Company Settings > Modules > Punch List

  2. Scroll to the Notification Settings section

  3. Click on the Action name

  4. Make changes to the Notification Type and Targets

  5. Click Save to exit

Archiving Notifications

  1. Navigate to Company Settings > Modules > Punch List

  2. Scroll to the Notification Settings section

  3. Select the Notifications you would like to archive using the checkboxes

  4. Click on the Actions dropdown

  5. Select Archive

  6. Confirm the action by clicking OK

Punch List Types

Punch List Types refer to the different categories or types of Punch Items that can be assigned to a project. For example, your project may like to categorize your Punch Items as a deficiency, warranty, etc. These types can be created and customized at the Company Level to fit the specific needs of your project.

To create a new Punch List Type:

  1. Scroll to the Punch List Types section

  2. Click "+ Add Type"

  3. Fill in the Type Name and Code details

  4. Select Default if needed

  5. Click Save to exit

Only a single Type can be designated as the Default for all Punch Items. The selected Default Type will serve as the preset Type for every Punch Item created. Users must manually edit the Type field to modify the Punch Item type from its Default Type.

Punch List Statuses

Punch List Statuses refer to a punch item's various stages, from creation to resolution. Users will update the status of Punch Items as they progress through the Punch List - statuses like Open, In-Progress, Completed, etc. Additionally, these statuses are customizable to align with the specific workflow requirements of your project.

To add Punch List Statuses:

  1. Scroll to the Punch List Statuses section

  2. Click "+ Add Status"

  3. Fill in the Name and Color details

  4. Click Save to exit
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To Archive statuses, simply:

  1. Check the box next to the Status

  2. Click on Actions

  3. Select Archive

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