Edit a Punchlist notice

To edit a Punchlist notice, follow the steps below.

Step 1:  Go to the Punchlist notice register

Navigate to your Management module and click on the Punchlist notice tool to access the Punchlist register.

 

Step 2:  Click the overflow button

Click the overflow button on the right-hand side of a Punchlist notice block and select "Edit" from the menu.

 

Step 3:  Add/edit Punchlist items.

A list of the notice's Punchlist items are displayed.

Click the "ADD ITEM" to add additional punchlist items.

To edit a specific punchlist item, click the overflow button on the right-hand side of the related item block and select "Edit" from the menu.

Step 4:  Edit each Punchlist item

Edit the details of a Punchlist item, then click the "SAVE" button on the top right-hand side of your screen to save your changes.

Attachments can be removed by clicking on the trash icon button on the bottom right-hand side of each attachment.

Note: contacts cannot be added to/removed from the "To" field when editing a Punchlist item.

Step 5:  Send or Save Punchlist notice

After you are finished adding to/editing items in your Punchlist list, click the "DONE" button on the top right-hand side of your screen to reveal the below options:

1. Send (email notifications are sent to recipients)
2. Save (email notifications are not sent to recipients, but notice is logged)

 

Step 6:  Include project team members in correspondence 

You have the option to include other project team members as a "Cc" to each notice that is created. Selected project team members will also be kept in the loop with all related correspondence and comments for the related notices.

Step 7:  Notifications (if sent)

After editing and re-sending a Punchlist notice, each contact receives an email notification like the one in the example below.

Recipients can click the "Download Notice" button to download the Punchlist notice pdf and any related attachments or click "View Details" button to view/update the Punchlist items via the interface.

The existing record of the Punchlist notice is updated in your project's Punchlist notice register with all related information, including a date/time stamp for download activity.

Example: Punchlist notice email notification

Example: Punchlist notice pdf file

Step 8:  Responses or questions

All recipients can ask any questions by replying directly to the email notification. The sender and all other recipients will receive the related updates via email.

Punchlist notice senders and recipients can also send messages via the notice's "COMMENTS" tab when viewing the notice online.

All replies to Punchlist notice emails and messages will also be logged in the "COMMENTS" tab of the Punchlist notice in the interface.

Note: recipients that are not a part of your organisation will only be able to view and access the notices that relate to them.

Example: Punchlist notice - "Punchlist ITEMS" tab

Example: Punchlist notice - "NOTICE" tab

Example: Punchlist notice - "RECIPIENTS" tab

Example: Punchlist notice - "COMMENTS" tab

Example: Punchlist notice - adding attachments to "COMMENTS" tab

If you have any questions about Punchlist notices, shoot us an email at [e-mail] and our customer success team will be in touch.