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:
Navigate to Company Settings > Modules > Punch List
Scroll to the Punch List Types section
Click +Add Type
Fill in the Type Name and Code details
Select Default if needed
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, go to:
Navigate to Company Settings > Modules > Punch List
Scroll to the Punch List Statuses section
Click +Add Status
Fill in the Name and Color details
Click Save to exit
To Archive statuses, simply:
Check the box next to the Status
Click on Actions
Select Archive