Notify Assignees of Punch Items (iOS)

Objective

To notify users of punch items that are assigned to them from your iOS mobile device.

Things to Consider

• Required User Permissions: 
  • 'Admin' level permissions on the project's Punch List tool.
    Note: 'Read Only' users cannot be assigned a punch list item.
  • 'Standard' permissions on the project's Punch List tool for users who are listed as Default Punch Item Managers in the Punch List configuration settings, see Configure Advance Settings: Punch List. 
• Additional Information:
  • The punch list item must already be created and saved before you can email it.
  • Punch items must have an assignee in order to send the notification.
  • You can automatically send notifications to additional users when 'Item Sent to Assignees (Work Required)' is configured in Advanced Settings. See Configure Advance Settings: Punch List. 
  • You can send punch list items in bulk using the Review function, or you can email punch items individually.
  • Once an initial email notification has been sent, selected Assignees will receive daily notifications of overdue items via email; email notifications will end after 45 days.

Steps

1. Navigate to the project's Punch List tool on your iOS mobile device.
2. Tap Ball-in-Court to view items that currently require your action.
   OR
   Tap All to view all punch items.
3. If there are punch items ready to be sent, a yellow banner appears above the items.
4. Tap Review.
   
   
    
5. If a punch item does not have an Assignee listed, the item is labeled with 'Can't Send - Assignees Missing'.
   1. Tap the punch item.
   2. Tap the names of one or more users from the Contacts, Companies, or Groups tabs that you want to add.
   3. Tap Done. 
      Note: After tapping done, the selected assignee(s) is automatically added to the Assignees field on the punch item.
6. Tap an item to select or deselect it, or tap Select All or Deselect All.
   
   
    
7. Tap Send.
   Note: An email notification is sent to the Assignees listed on each item, as well as any other users configured in Advanced Settings.