Updating a Punch List Item
Last Updated: September 25, 2023
The Project Manager is responsible for overseeing and managing punch list items. To update a punch list item, assign it to the appropriate users and set the status to Assigned.
The process of updating a punch list item is as follows:
Log in to Steer and select the Project where you want to update a punch list item.
Head to Quality and Safety module (Project Dashboard > Sidebar > Quality and Safety) and select Task Management.
On the Task Management summary page, click on Create Ticket. This will open the Task List Form.
On the Task Management form, there are fields for Subject and for selecting Task Type, Task Category, ID, and which specific Task. For Task type, select Punchlist.
Following your selections from the Task List section, the Task List items section will be filtered by clicking Search.
Task Items display without yet selecting from the Task list, all task list items display by default.
On the Task List Items section, select which punch list item you are going to update by ticking the box first.
You can select multiple punch list items, or you may use the Select All Rendered Items option to select all.
Slide the rectangular icon to the right, then locate the Assigned To and Status fields.
Click on Assigned To to choose which from the list you would like to assign the punch list item to, then change the Status to Assigned.
There are other Status options you can select from, including To Do, Completed, Rework, Closed, Cancelled, and Quo.
Once you are finished, click on Submit Ticket. This will update and save the recently set statuses.
Next Article: Inspecting Completed Tasks
Previous Article: Creating a Punch List Item
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updating a Punch List Item: Assignment and Status
The Project Manager is responsible for overseeing and managing punch list items. To update a punch list item, assign it to the appropriate users and set the status to Assigned.
Instructions:
The process of updating a punch list item is as follows:
Log in to Steer and select the Project where you want to update a punch list item.
Head to Quality and Safety module (Project Dashboard > Sidebar > Quality and Safety) and select Task Management.
On the Task Management summary page, click on Create Ticket. This will open the Task List Form.
On the Task Management form, there are fields for Subject and for selecting Task Type, Task Category, ID, and which specific Task. For Task type, select Punchlist.
Following your selections from the Task List section, the Task List items section will be filtered by clicking Search.
Task Items display without yet selecting from the Task list, all task list items display by default.
On the Task List Items section, select which punch list item you are going to update by ticking the box first.
You can select multiple punch list items, or you may use the Select All Rendered Items option to select all.
Slide the rectangular icon to the right, then locate the Assigned To and Status fields.
Click on Assigned To to choose which from the list you would like to assign the punch list item to, then change the Status to Assigned.
There are other Status options you can select from, including To Do, Completed, Rework, Closed, Cancelled, and Quo.
Once you are finished, click on Submit Ticket. This will update and save the recently set statuses.
Next Article: Inspecting Completed Tasks
Previous Article: Creating a Punch List Item
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 02/10/2023
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