RedTeam lets you manage your entire project closeout, including your Punch List. From the Progress tab, you can create unlimited locations, with the option to nest locations under one another (i.e. Building D > Floor 4 > Room 301 > East Wall). Once you have done that, you can build your Punch List by adding individual items to be fixed.
Punch list items can be accessed from the desktop tool or the mobile app. In either one, punch list entries can be created, committed, marked as completed, or revised. User permissions control these interactions, so please consult a system administrator if you are unable to perform some of these tasks.
Punch Lists have customizable types and they can be designated for other types of inspections or site checks (quality, warranties, safety, or other customizable options). Different types of inspection lists can be used simultaneously on a project. If necessary, they can be designated as "Company Confidential" which will only be viewable by users with appropriate permissions.
1. Add a Punch List Location
Punch List locations are unlimited, and you can create as many individual locations as you need, with the option to nest sub-locations under larger locations, for instance:
Building D > Floor 4 > Room 301 > East Wall.
Steps:
Click "Manage Daily Progress".
Select "Manage Locations" from the dropdown.
Click "+ New".
Type the Location name.
Click the checkbox below the name to nest the Location under another Location.
Click "Save".
2. Add a Punch List Item
Punch List items are items that need to be completed for inspections and final closeout of a project. In RedTeam, you can create this to-do list of Punch List items, as well as indicate the person or company responsible for completing the item. Below are instructions on creating new Punch List items to build your list
Steps:
Click "Home menu".
Select "Punch List" from the menu options.
Click " (+)New Icon". Select Add Punch List
Enter the required information in the blank form.
Click "Save".
3. Commit a Punch List Item
Once a Punch List item has been created, you can review the information and once approved, Commit it. Committing an item in RedTeam locks the information entered and cannot be changed unless un-Committed. The permission to Commit is limited. If you cannot Commit an item, please contact your system administrator.
Steps:
Locate the item in your Punch List.
Click the tools icon.
Click "Commit".
Once Committed, the record color will change from green to blue.
4. Mark a Punch List Item Completed
As Punch List items are completed to your satisfaction, you will want to mark them as completed. This can be accomplished two ways: editing the item and entering the completion date OR clicking the tools icon to select "Mark as Completed." The instructions below show you how to mark an item completed from the tools icon.
Keep in mind that only Committed items may be marked as completed.
Steps:
Locate the item in your Punch List.
Click the tools icon.
Click "Mark as Completed".
Enter the completed date and any notes, as well as uploading a photo of the item.
Click the "Save" icon.
5. Send a Request For Correction
Punch List items are assigned a responsible party, either your company or a vendor. The item may need to be sent as official correspondence to their attention. This can be done with a Request For Correction, which is automatically generated when a punch list item is created. The Request for Correction is displayed when viewing the punch list document within RedTeam's collaboration console. As with other documents in RedTeam, it can be emailed and copied to any Team Member on the project, or even sent to an external email address that you manually enter.
The Request for Correction will automatically include all committed punch list entries for that responsible party.
Steps:
Click the Home Menu icon on the Project.
Click the Punch Lists dropdown and select the appropriate inspection list.
Click the View Record icon to open the Request for Correction.
To send the request, click the Email envelope icon.
Click the To, or Add CC, or Add BCC to choose a team member to receive the email. Click the Add External CC to manually add an email address.
Click Send.
6. View the Punch List Report
Punch lists can become very long, particularly on large projects. The entire punch list is organized into a print-friendly report. From the Manage Punch List tab, you can click the View icon and open either the Punch List report or the Request for Correction. Accessing the Request for Correction from here, you can flip through them by selecting responsible parties from a dropdown. The Punch List report will include a concise and detailed list that can be printed, copied into a spreadsheet, or saved to PDF.
If any filters are applied to the manage punch list tab, those filters will be used for the punch list report as well. It can be filtered to include or exclude punch list entries for a variety of factors such as location, responsible party, date, status, and other factors.
Steps:
Go to the project’s Manage Punch List tab.
Filter the list if needed.
Click the View icon.
Click Punch List.