...
The following items will need to be set up to take advantage of all the features in the mobile & desktop apps
Punch List
...
Action Item Setup
When a Punch List
...
is created
...
from the Mobile App, an Action Item can be setup to automatically send to ensure the issue is properly communicated to the correct person or group of people. Follow the steps below to setup a Punch List Action Item:
Login to the e-manage|ONE Administrator Application.
...
Select “Action Items” in the Configure section.
...
Activate the “Punch List” Action Item by checking “In Use” then select the “Punch List” Action Item.
Setup
...
| Note |
|---|
If the “Punch List” Action does not exist, you will need to |
...
| Info |
|---|
The Action Item must be called Punch List |
Dropdown Lists
Punch List Root Cause
Punch List Reason
Setup
You will need to create these dropdown lists in the e-manageONE Administrator. Login to the Administrator program > it will open to Corporate Division Configuration window > click on Drop Down List Setup > create your list for each dropdown. If you do not have the rights, see your internal admin.
...
select “New” on the right panel to create it. It must be labeled exactly in this way otherwise, the automation will not work. |
...
Select the “Assignments” tab.
...
Choose the group you want to receive the Punch List Action Item.
| Info |
|---|
If you want to see who is in each User Group or create a New one see here: https://emanageone.atlassian.net/l/cp/5p5ABZ9m |
...
Activate the Project Types that you want to use the Punch List Action Item for.
...
Dropdown List Setup
In the Administrator Application, you will need to setup the Drop Down selections that will show when creating a new Punch List item. Follow the instructions below to setup:
Login to the e-manage|ONE Administrator Application.
...
Select the Drop Down List Setup tab.
...
Select Punch List Reason, Select “New”, type in the List Item field you new Punch List Reason, and select Save. See below screenshot for our reccomendations.
...
Select Punch List Root Causes, Select “New”, type in the List Item field you new Punch List Reason, and select Save. See below screenshot for our reccomendations.
...