Punch Lists are a critical part of the closeout process. Punch lists will be particular to a job, but they may have commonly recurring entries. Instead of needing to create every item in a punch list from scratch, items can be imported to save time with these repeated items. A punch list can be imported from a spreadsheet, or it can be pulled from a default list created within RedTeam.
1. Import Punch List Items From a Spreadsheet
Punch lists can be pulled into a RedTeam project from an external source in the form of a spreadsheet template. Within the Manage Punch List Screen, when selecting a new entry, one of the options is Import Punch List. Here you will find the template and the import window. Once the entries are added to the template, they can be copied and pasted into the import window. RedTeam will confirm the formatting is correct and import them into the punch list.
Steps:
To go to the Project's Punch List, click the Home Menu button, then click Punch List
Click the Punch List or the custom inspection list that you wish to create
Within the Manage Punch List window, click the '+New' icon and choose 'Import Requests for Correction'
Click the Template link to download the excel template, enter the details of the punch list, then copy the information into the import box
Click the Import button
2. Import the Default Punch List Items
Punch lists will be particular to a job, but they may have commonly recurring entries. Instead of needing to create every item in a punch list from scratch, you can create a list of default punch list items within RedTeam to use in any project. The default items can be entered in their entirety or selectively into projects. When adding the default items, you can first assign an author and a required date. Then you can choose which of the default items to include, as well as set the type, and the project scope in question, edit the description, set the location, and the responsible party.
Steps:
Go to the Manage Punch List screen within the Project
Click the '+New' icon and select Add Default Checklist Items from the dropdown menu
Enter the appropriate details, check the items you want to include in the punch list, and click Save.
3. Create and Edit Default Punch List Items
Default Punch List items are used to save time when creating a punch list for a project. The default items can be entered in their entirety or selectively into projects. Entries can be added, edited, or deleted from the Default Punch List by anyone with the appropriate configuration permissions. These default items only include descriptions. The specific details, such as location, project scope, and the responsible party can only be entered when they are added to a project. The entries can be deleted entirely or optionally deactivated for possible use later by unchecking the Active box when editing them. If you are unable to make changes to these configurations, consult a system administrator for assistance.
Steps:1. Go to the Configuration Menu
2. Click the 'Request for Correction' dropdown
3. Click 'Default Checklist Items' from the dropdown menu
4. Click the '+' icon to Add a new entry.
5. Enter the Subject for the default item and click Save. Additional project-specific information will be entered when it is used.
6. If you want to edit or delete an existing default item, click the Tools icon to access those options.
