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INSPECTIONS

Creating a Punchlist

 tCreating 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 Tasks 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