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 Flex.
1. Import Punch List Items From a Spreadsheet
A Punch List can be pulled into a RedTeam Flex project from an external source in the form of a spreadsheet template. Within the Manage Punch List screen, when adding a new entry, one of the options is Import Punch List. Here you will find the template and the import window. Once entries are added to the template, they can be copied and pasted into the import window. RedTeam Flex will confirm the formatting is correct and import them into the punch list.
Steps:
In your Project's Home Menu, under the heading Jobsite Management, click on Punch List.
OR go to the Progress Tab and click the Hamburger Icon to Manage Punch List.
Click +New and choose Import Requests for Correction.
Click on Download an Excel Template.
Fill out the downloaded spreadsheet with the required information.
Copy and paste the information into the text box and click Import.
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 Flex 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 choose which items to include, then edit the description, set the type, and the project scope, and assign an author, a responsible party, and required date.
Steps:
Go to the Manage Punch List screen within the Project.
Click +New and select Add Default Checklist Items.
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 Lists 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 these changes, please consult a system administrator for assistance.
Steps:
Go to the Configuration Menu and click on the Request for Correction dropdown. Select Default Checklist Items.
Click the Plus icon to Add a new entry.
Enter the Subject for the default item and click Save. Additional project-specific information will be entered when it is used.
If you want to edit or delete an existing default item, click the Tools icon to access those options.
