Send Punch List Items (iOS)
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Objective
To email punch list items from your iOS mobile device.
Things to Consider
- Required User Permissions:
- 'Admin' on the project's Punch List tool.
Note: 'Read Only' users cannot be assigned a punch list item.
- 'Admin' on the project's Punch List tool.
- Additional Information:
- The punch list item must already be created and saved before you can email it.
- You can send punch list items in bulk using the Review function, or you can email punch items individually.
- Once an initial email notification has been sent, selected Assignees will receive daily notifications of overdue items via email; email notifications will end after 45 days.
Steps
Review and Send Punch List Items
- Navigate to the project's Punch List tool on your iOS mobile device.
- Tap Ball in Court Items to view items that currently require your action.
OR
Tap All Items to view all punch items. - If there are punch items ready to be sent, a yellow banner appears above the items.
- Tap Review.
- If a punch item does not have an Assignee listed, the item is labeled with 'Can't Send - Assignees Missing' .
- Tap the punch item.
- Tap the names of one or more users from the Contacts, Companies, or Groups tabs that you want to add.
- Tap Done.
Note: After tapping done, the selected assignee(s) is automatically added to the Assignees field on the punch item.
- Tap an item to select or deselect it, or tap Select All or Deselect All.
- Tap Send.
Note: An email notification is sent to the Punch Item Manager and the Assignees listed on each item.
Email Individual Punch List Items
- Navigate to the project's Punch List tool on your iOS mobile device.
- Tap the punch list item you want to email.
- Tap the Share
icon.
- Tap into the following fields to enter the relevant information:
- To: Add the user(s) who will receive the email.
- CC: Add the user(s) you want to copy on the email.
Note: You (the creator of the email) will be automatically CC'd on the email. - BCC: Add any user(s) you want to blind carbon copy on the email.
- Subject: The subject of the email is automatically populated with "FW: punch list Item: [#]: [title of item]". You may edit this as necessary.
- Message: Tap into the body of the email to add a message or any additional comments that will be visible on the email.
- Tap Send.