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      Add an Item Issue to a Punch List Item

      Attach any additional requirements, improvements, details and/or resources to ConstructionOnline™ Punch Lists with Item Issues

      BACKGROUND

      ConstructionOnline's user-friendly Punch List management software provides companies with effective ways to create, organize, and manage detailed, online construction Punch Lists.

      Within each ConstructionOnline™ Project, construction companies can house an unlimited number of Punch Lists structured with however many Items needed to best address the requirements and scales of the job at hand. For Punch Lists that need a higher level of detail, users can add additional sub-tasks or details using Item Issues. 

      This article contains the following sections:

      1. Prerequisites
      2. Step-by-step instructions
      3. Video walkthrough
      4. Additional information

      PREREQUISITES

      STEPS TO ADD AN ITEM ISSUE TO A PUNCH LIST

      1. Navigate to the desired Project via the Left Sidebar.
      2. Select the Project Tracking tab and choose the Punch Lists category.
      3. Click on the desired Punch List to open it.
        1. If the Punch List is stored within a Folder, drill down to the specific Punch List by clicking on & opening the relevant Folder(s). 
      4. Right-click on the Item you wish to add an Item Issue to, and select "Add Item Issue" from the dropdown menu.
      5. Within the Issue Details window, enter the following information: 
        1. Issue Description: *Required
        2. Responsible Resource(s): Select the Company Contact(s) responsible for completing the Item Issue
        3. Priority: Assign one of the following priority levels to the Item Issue  
          1. None
          2. Low
          3. Medium
          4. High 
        4. Status: Set the Status of the Item Issue 
          1. This field can be customized.
        5. Trade: Select a Trade to attach to the Item Issue 
          1. This field can be customized. 
        6. Due Date: The date by which the Item Issue must be completed
        7. Percent Complete: Enter the percentage of work associated with the Item Issue that has been completed
          1. Mark the check box next to ☑️Mark as Complete if the Item Issue has been completed 
        8. Cost Code: Choose the desired Cost Code for the Item Issue from the dropdown menu
          1. Cost Codes must be assigned to the Project to populate here.
      6. Finalize the details of the new Item Issue by clicking the blue "Create Issue" button. The new Item Issue will populate under its respective Item automatically. 

      VIDEO WALKTHROUGH 

      ADDITIONAL INFORMATION

      • Permissions: ConstructionOnline™ Company Users must have Punch Lists permissions set to "Can Create, Edit, & Delete" to create new Punch List Item Issues. 
        • ClientLink™ and TeamLink™ Users with Punch Lists permissions can "see Punch Lists they're assigned a Viewer on, make changes to Punch Lists they're assigned an Editor on, and make changes to Punch List Items they're an Assigned Resource on." 
      • Mobile App: New Punch List Item Issues can be created from the CO™ Mobile App. 

      HAVE MORE QUESTIONS?

      • Frequently asked questions (FAQ) regarding Punch Lists can be found in the FAQ: Punch Lists article. 
      • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.