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 set up Punch List Notifications, users will need Edit permissions for Settings
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.
Types of Notifications
You can receive two types of notifications for punch list items: email notifications and push notifications. Email notifications are sent to your email address and can be accessed from any device.
In-app or push notifications are displayed within the application and can only be viewed when logged in to the web or mobile 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:
Navigate to Company Settings > Modules > Punch List
Scroll to the Notification Settings section
Click on the +Add Notification button
Select the Action you would like to set up Notifications for
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
Enable Push Notification by marking the checkbox and selecting Targets
Office Manager, Field Manager, Creator, and Assignee
Enable Email Notification by marking the checkbox and selecting Targets
Creator, Assignee, Distribution (list?), Office Manager, Field Manager, Project Settings custom emails (distribution), Trade
Click Save to exit
Note: If all Notifications are enabled, the Action dropdown will be empty when adding notifications.
Editing and Archiving Notifications
Ensure you keep your Notification Targets and Types up to date to prevent inundating users with notifications.
To edit Notifications, simply:
Navigate to Company Settings > Modules > Punch List
Scroll to the Notification Settings section
Click on the Action name
Make changes to the Notification Type and Targets
Click Save to exit
To archive Notifications, simply:
Navigate to Company Settings > Modules > Punch List
Scroll to the Notification Settings section
Select the Notifications you would like to archive using the checkboxes
Click on the Actions dropdown
Select Archive
Confirm the action by clicking OK
