INSPECTIONS

 Creating a Remediation-Only Punchlist

• Navigate to the Projects tab
• Select the relevant client
• Select the relevant project
• Scroll down to the Inspections History section
• Locate the inspection from which you want to create a punchlist
• Without clicking on the inspection, locate the three vertical dots symbol to the right of the inspection title
• Click the three vertical dots symbol
• Click CREATE PUNCHLIST
• Assign
  • Inspectors
  • Date range
  • Scope
• Scroll to the bottom of the page and select SAVE INSPECTION

Creating a Custom Punchlist

Instead of a remediation-only punchlist, which narrows the inspection scope down to only previously found issues, you can create a custom punchlist that pulls from all of the issues in a particular project. The custom punchlist has two primary functions: (1) users can filter the table to create a specific remediation checklist that pulls issues from multiple inspections or they can (2) pull issues from a previous inspection and merge with an inspection template to create a full, template-based inspection that carries previous issues of that particular site.

• Navigate to the Projects tab
• Select the relevant client
• Select the relevant project
• Scroll down to the Open Issues section
• Sort the table to include the issues you would like to include
• Select the CREATE CUSTOM PUNCHLIST button
• Assign
  • Inspectors
  • Date range
  • Scope
• Use the dropdown menu to Add Template Data to create a new inspection from a template, while still importing the punchlist data to the issue items.
• Click the CREATE MASTER PUNCHLIST button