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Procore

What is the Punch List Workflow?

Answer

Procore's new Punch List Workflow offers several new features including:

  • Two new roles, Punch Item Manager and Final Approver, which are designed to both provide more accountability and more third party collaboration into the process.
  • Additional statuses for improved tracking and increased transparency. 
  • A new Activity Feed view that records all changes of punch list item.

It's important to note that you can still use Procore's Punch List tool in the same way you always have; the new workflow simply provides new roles and additional statuses in order to add more accountability and transparency to the punch list process. Procore recommends that you assign a default Punch Item Manager and Final Approver to your Punch List Templates as well as in your Punch List Configuration Settings. See Edit a Project Level Punch List Template and Configure Advanced Settings: Punch List.

See the links below to read more about the Punch List Workflow

Want to learn more? Sign up for the New Punch List Workflow Webinar to preview the feature before it's released: Register for the Webinar

Overview of the New Punch List Workflow

 The diagram below displays the typical workflow for managing a punch list item throughout its entire lifecycle; this workflow assumes collaborator participation in the punch list process. 

Click a box to view the related tutorial:

Punch_List_Workflow.pngCreate a Punch List Item View a Punch List Item Reject a Punch List Item Edit a Punch List Item Resolve a Punch List Item View a Punch List Item View a Punch List Item Reject a Punch List Item Close a Punch List Item

What is the Punch Item Manager Role?

In Procore, a Punch Item Manager is responsible for overseeing a punch list item throughout its entire lifecycle. This Punch Item Manager assignes a punch list item, manages all communication with third party collaborators, and forwards the item to the responsible party for final approval.

Procore recommends that you assign a default Punch Item Manager to your Punch List Templates as well as in your Punch List Configuration Settings. See Edit a Project Level Punch List Template and Configure Advanced Settings: Punch List.

What is the Final Approver Role?

COMING SOON! In Procore, the Final Approver, is the last responsible party within the Punch List Workflow. This person has the final authority to close an item. In many cases, a punch list item's Creator will also serve as the Final Approver. Procore recommends that you assign a default Final Approver to your Punch List Templates as well as in your Punch List Configuration Settings. See Edit a Project Level Punch List Template and Configure Advanced Settings: Punch List.

What are the Additional Punch List Item Statuses?

Procore's Punch List tool now provides additional statuses that will be applied to your item. These additional statuses are designed to provide clarity and transparency around the punch list process. Below is a list of statuses that Procore will apply to a punch list item.

  • Draft
  • In Dispute 
  • Initiated
  • Work Required
  • Work Not Accepted
  • Ready For Review
  • Not Accepted 
  • Ready to Close 
  • Closed

What is the New Activity Feed View?

The new Activity Feed View for the Punch List tool provides a record of changes for each punch list item, including when the item was created, modified, and closed. This activity feed provides a history of each item so that you and your team can better track and document a punch list item throughout its entire lifecycle. See View a Punch List Item.

See Also 

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