Contents

Overview

Viewing a punch list

Creating a punch list

Uploading punch lists

Editing a punch list

Closing a punch list

Linking a punch list to a document

Export punch list

Archiving a punch list

View archived punch lists

Restore an archived punch list

Hide archived punch lists

Overview

This article provides an overview of managing punch lists within the system, covering viewing, creating, editing, archiving, and restoring punch lists, as well as linking documents, closing punch lists, and hiding archived punch lists.

Viewing a Punch List

To view a punch list:

1. From the Home Screen, go to Punch List.
2. Find the punch list you want to view, click on the flag category of the punch list in the table or go to the context menu and click View.
3. You can now view the Flag Attributes or view any Linked documents.

Creating a Punch List

To create a punch list:

1. From the Home Screen, go to Punch List.
2. From the table context menu, click Create.
3. Complete the required fields marked with *.

Uploading Punch Lists

To upload punch lists:

1. From the Home Screen, go to Punch List.
2. From the table context menu, click Upload.
3. You can download a template using the link.
4. Populate the below fields in the csv file as a minimum:
   
   • Flag category
   • Description
   • Date raised
5. Use the upload a file to navigate to your csv file and upload.
6. This process will create a task in the uploads section where you can monitor the progress of your upload. Please read the uploads article https://help.asset55.io/en_GB/operate/uploads for a more detailed description of how this works.

Editing a Punch List

To edit a punch list:

1. From the Home Screen, go to Punch List.
2. Find the punch list you want to edit, go to the context menu, and click Edit.
3. You can now edit and save the punch list.

N.B. You can only edit a punch list where the flag status is not closed.

Closing a Punch List

To close a punch list:

1. From the Home Screen, go to Punch List.
2. Find the punch list you want to close, go to the context menu, and click Close Punch list.
3. Enter data into the two required fields below and save:
   
   • Date closed
   • Resolved description

Linking a Punch List to a Document

To link a document to a punch list:

1. From the Home Screen, go to Punch List.
2. Find the punch list you want to link a document, go to the context menu, and click Link to a document.
3. Select a previously uploaded document and then click link.
4. Or you can upload a new document by clicking the New document option and then upload the document from your pc.

Export Punch List

To export all the punch lists into a csv file:

1. From the Home Screen, go to Punch List.
2. From the table context menu, click Export.
3. Select a filename and location.
4. You will now have a csv file with all the punch lists output to the location you selected.

Archiving a Punch List

To archive a punch list:

1. From the Home Screen, go to Punch List.
2. Find the punch list you want to archive, go to the context menu, and click Archive.

View Archived Punch Lists

To view archived punch lists:

1. From the Home Screen, go to Punch List.
2. From the table context menu, click View archived.

Restore an Archived Punch List

To restore a previously archived punch list:

1. From the Home Screen, go to Punch List.
2. From the table context menu, click View archived.
3. Find the punch list you want to restore, go to the context menu, and click Unarchive.

Hide Archived Punch Lists

To hide archived punch lists:

1. When viewing archived punch lists.
2. From the table context menu, click Hide archived.