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Search and Filter the Punch List (Android)

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Objective

To search for and filter punch list items in the Punch List tool from your Android mobile device.

Things to Consider

  • Required User Permissions: 'Read-only' and above on the Punch List tool.
  • Any search and filter parameters that you set will be remembered for the next time you log in.
  • The search tool respects any selected filter parameters and will only search for items within the filtered results.

  • This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Steps

  1. Navigate to the project's Punch List tool from your an Android device.

Search the Punch List

  1. Tap Search (2017-11-21_09-51-11.png).
  2. Tap to enter a keyword or phrase in the search bar. The search will return results matching the following fields:
    • Punch List item name
    • Location
    • Comments
    • Description
    • Reference

      2017-11-21_10-56-15.png
       
  3. Tap an item to view its details.

Filter the Punch List

  1. Tap Filter ().

    2017-12-11_14-14-23.png
     
  2. Tap to select the filters you want to apply.
    • Sort By: Choose how you would like to sort the list of punch list items. 
      • Number: Tap to view punch list items sorted by their number in descending order.
      • Due Date: Tap to view punch list items by their due date with the punch items due soonest/overdue first.
      • Title: Tap this option to sort the items alphabetically A-Z.
    • Status: Tap one of the options to show the punch list based on its status. 
      • Open: Tap this option to only show open punch list items, or punch list items that have not been resolved yet.
      • Closed: Tap this option to only show closed punch items, or punch list items that have been resolved.
    • Ownership: Tap one of the options to show the punch list based on who owns the items. 
      • My Items: Tap this option to only show the punch list items assigned to you. 
      • All Items: Tap this option to show all punch list items that are assigned to anyone.
    • Response: Tap to filter by response.
      • Resolved: Tap to view punch list items that have been marked as 'Resolved.'
      • Unresolved: Tap to view punch list items that have been marked as 'Unresolved.'
    • Location: Tap to filter by a specific location.
    • Assignee: Tap to filter by assignee.
      Assignee's Company: Tap to filter by the assignee's company.
    • Type: Tap to filter by type.
    • Trade: Tap to filter by trade.
  3. Tap Done.
    Note: This reveals a list of punch list items that match the applied filters. 
  4. Tap an item to view its details.
    Note: To clear the applied filters, tap Reset from the list of optional filters.
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