Dashboard > Select a Project > 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.
In order to use the Filter option in Punch Items, users will need View permissions for Punch List
You can easily filter punch items to isolate specific deficient items and streamline your workflow. By using various filters, you can narrow down the list of punch items based on specific criteria.
Begin by selecting a project and clicking the "Punch List" module from the sidebar menu.
Look for the "Filters" option, usually located at the top of the punch items table. Click on it to open the filtering options.
Select Filter Criteria: A page shows multiple filter options to refine your search. Choose from the following filter criteria:
Status: Filter punch items based on their current status, such as open, closed, in progress, and/or pending.
Tags: If custom tags have been created for punch lists, you can filter items based on these tags.
Location/SubLocation: Narrow down the list by specifying the location or sublocation where the punch items are located. You can select the desired location from the available options.
Priority: Filter items based on their priority level, such as high, medium, or low.
Room Name: If required, in addition to the Location/Sub Location filter, you can further refine the search by specifying the room name associated with the punch items.
Divisions: Filter punch items based on the divisions they belong to, as entered on the punch items.
Trade: This filter is applicable to contacts (vendors) only. You can filter punch items based on the assigned trade.
Assignee: Select specific user(s) who are assigned to the punch items. This filter allows you to view items assigned to a particular user or group of users.
Type: Filter by Deficiency, Warranty, Extra (select any that apply)
Once you have selected the desired filter criteria, click on the "Apply" button to apply the filters to the punch items table.
Don't Forget!
Filters will remain set on the project. Check to see if filters are applied at the top of the table.
