Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project materials. This can be done per individual or by applying Permission Templates.
In order to adjust and customize your Phase Configurations, users will need Edit permissions for Settings
Punch List settings allow you to customize Punch Items for your workflows. Punch List settings include options for Punch List Types, Punch List Statuses, Phase Configuration, and Notification Settings.
Phase Types and Statuses
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.
To configure the Statuses and Types of each Phase:
Find the Phase you would like to configure and click on the three-dot button on the far right
Click on Edit Configuration to display the pop-up tool. Here you will see the Types and Statuses displayed. There will be an Included and Excluded column for both
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
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.
Phase Field Configuration
To configure the Fields used in each Phase, follow each step:
Find the Phase you would like to configure and click on the three-dot button on the far right
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
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
When finished, click Save to exit
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.
