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      Manage Status Units for Punch List Items

      Customize the values for the status of construction punch list items in ConstructionOnline™

      BACKGROUND

      ConstructionOnline™ is dedicated to providing construction companies with flexible construction management software solutions such as customizable field options. With the ability to create custom field options throughout ConstructionOnline, construction companies are empowered to define fields that fit their specific needs, especially as it pertains to the type of work they do, the clients they serve, and how they organize their data.

      Custom fields are denoted with a gear icon gear icon and can be used with many different features in ConstructionOnline. One custom field only available for Punch Lists is the Punch List Item Status field. This field can be used to designate the status of a specific Punch List Item or Item Issue. ConstructionOnline provides construction companies with 5 preloaded Punch List Status values: In Dispute, Work Completed, Closed, Ready, and Open. 

      This article contains the following sections:

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

      BEST USE

      Utilizing the custom Punch List Item Status field allows construction companies to better track the status of tasks that need to be finished before a project is considered complete. It also gives companies additional filter and reporting options when sharing or printing construction punch lists. 

      Specifically, assigning a Status for each Punch List Item can: 

      • Ensure each construction punch list is completed on time by reducing the risk of items being forgotten or overlooked
      • Improve project team communication by providing real-time updates on construction punch list progress
      • Empower better management of your construction punch lists overall

      STEPS TO MANAGE PUNCH LIST ITEM STATUS UNITS

      1. Navigate to the desired Project via the Left Sidebar.
      2. Select the Project Tracking tab, then choose the Punch Lists category. 
      3. Click on any Punch List that contains at least one Punch List Item.
        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. Within the Punch List, right-click on any Item and select Edit Item from the dropdown menu.  
      5. Select the gear icon located next to the Status field heading. 
      6. The list of available status units will open in the Punch List Item Statuses window. Within the window:
        1. New Status Units can be created by clicking the green Add Punch List Item Status + button found in the upper-right corner of the window. 
        2. Existing Status Units can be:
          1. Deleted by clicking the grey X next to the specific Status Unit
            1. If you try to delete a Status Unit that is already assigned to a Punch List Item, you will be prompted to "Reassign [the number of places the Status appears] to Another Value Below". 

          2. Renamed by selecting the Status text box and entering the desired name in the field. 
            1. If the Status Unit being renamed has already been assigned to a Punch List Item, the Status will automatically updated to the renamed Status Unit. 
            2. You can also change the icon associated with each Status by clicking on the gray arrow grey arrowlocated next to the existing icon. 
               Change status icon
          3. Rearranged by clicking and dragging the Units up or down the list.
      7. Finalize your edits to the Punch List Item Status Units list by clicking the blue Save button.
        1. Punch List Item Status Units are managed on a per Company basis. Any edits to the Status list are applied for all Company Users.

      Default Status Units for Punch List Items can be restored at any point by opening the Status window, clicking the "Restore Defaults" text, then clicking the blue Save button. Please note that: 

      • "Restoring Defaults" restores the default Units that have been deleted.
      • Default Punch List Item Status Units that have been renamed will revert to the original name when defaults are restored. 
      • New Units that have been added to the Item Status Units list will not be removed when restoring the defaults, but they will populate to the bottom of the Item Status Units list.

      VIDEO WALKTHROUGH

       

      ADDITIONAL INFORMATION

      • Permissions: Any ConstructionOnline Company User is able to manage custom fields, including the Punch List Item Status field.
      • The Punch List Item Status field is only available for Punch Lists. 
      • Company Users can also manage Punch List Item Status fields from the Edit Item Issue window. 
      • ClientLink/TeamLink Access: ClientLink™ and TeamLink™ Users cannot manage Punch List Item Status Units. 
      • Mobile App: Managing Status Units for Punch List Items is exclusively available via browser access to ConstructionOnline.

      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.