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Edit a Punch List Item

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Objective

To edit a punch list item.

Background

There are many additions and edits that can be made to a punch list item. You can edit the general information included in the punch list item, add comments, add related items (such as a document or RFI), or send emails.

Things to Consider

  • Required User Permission: 'Standard' or 'Admin' level permissions on the project's Punch List tool.
    • 'Admin' level users have complete control of punch list items and can edit and update any assignee's response or edits.
    • 'Standard' users edit punch list items they have created.

Steps

  1. Navigate to your project's Punch List tool.

  2. Click Edit next to the punch list item you want to edit.

  3. You will be taken to the Punch List "General" tab. From this page, you can edit the title, the assignees, the status, the type, the distribution, description, priority, and due date for that item. For more information on what the fields of your punch list item means, see Create a Punch List Item.

  4. When you are done, click Save.

Comments

In the Comments section, you can add any additional comments for that punch list item by typing a comment into the text field and clicking Post Comment. Other users with access to the punch list item will be able to view any comments you have left on the item.

Related Items

In the Related Items tab, you can add items from other tabs of your project that are related to that specific punch list item. 

  1. Select an item type from the Type drop-down menu.

    pl-relateditems2015-05-27_15-10-00.png

  2. Select a specific item in the "Description" column.

  3. Write in any additional notes describing how they are related and click the +Add button.

  4. Click Save.

Emails

In the Emails tab, you can create a new email by clicking the New Email button. This will create an email with all the punch list item details which you can then forward to people in your directory to make them aware of the punch list item or any changes you may have made. For more information on emailing punch list items, see Email a Punch List Item.

Change History

This log tracks any changes made to the punch list item, as well as the date of the change and the person who made the change.

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Last modified
08:19, 14 Sep 2017

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