Recording an item

Manual — Punch list (GQE) · chapter 4 of 11

Click New item (needs Create). If a project was chosen on the screen, it comes already filled in.

Figure 4. The New item page, in three blocks: Where, What and Correction.

1. 1Project (required) — the list brings all projects of the sites you can see; type to filter.
2. 2Location / room / axis — where the deviation is.
3. 3Item (short title) (required) — it shows in the list, in the PDF and in the work order title.
4. 4Type, Priority, Discipline and Origin — when you choose the origin, its description appears below.
5. 5Responsible and Due date.
6. 6Opening photo(s) — several at once.
7. 7Record item.

1. In Where, choose the Project and fill in the Location / room / axis (e.g. “Plant room, floor 3, axis B-4”).
2. In What, write the title, choose the Type (GQE (internal) or Client punch list), the Priority, the Discipline and the Origin, and describe the problem: what was found, where and why it is a deviation — cite the design or the standard, when there is one.
3. In Correction, write the Corrective actions, choose the Responsible and the Due date, and attach the Opening photo(s).
4. Click Record item. The item is created in Triage / Under review, with the next number of the project, and its page opens.

Field	Rule
Project, Item (short title)	required. Only projects of the sites you can see; the item belongs to the site of the project.
Priority	comes as Medium; change it if needed.
Type	comes as GQE (internal).
Discipline, Origin	only the active options of the Lists page (chapter 10).
Responsible	the active users of the sites you can see — all of them; type part of the name to filter.
Opening photo(s)	images only; they belong to the site of the item. If any fails to upload, the message says how many (N photos failed) — attach them again on the item page.

Tip

Only the project and the title are required. The rest can be completed later on the item page (Edit) — but responsible, due date and opening photo are what let you follow up and prove.