The following items will To make the most of the mobile and desktop app features, you'll need to be set up to take advantage of all the features in the mobile & desktop appsa few key elements. Follow these steps to ensure smooth functionality:
Punch List Action Item Setup
When creating a Punch List is created from the Mobile App, you can automate the process by setting up an Action Item can to be setup to automatically send to ensure the issue is properly sent automatically. This helps ensure that issues are effectively communicated to the correct person or group of people. Follow the steps below to setup right individuals or groups. To set up a Punch List Action Item, follow these steps:
Login to the e-manage|ONE Administrator Application.
...
Select “Action Items” in In the "Configure" section, select "Action Items."
...
Activate the “Punch List” "Punch List" Action Item by checking “In Use” the "In Use" option, then select the “Punch List” "Punch List" Action Item.
| Note |
|---|
If the “Punch List” "Punch List" Action does not exist, you will need to select “New” on create it by selecting "New" in the right panel. Make sure to create it. It must be labeled exactly in this way otherwise, the automation will not worklabel it precisely as indicated, as this is crucial for proper automation. |
...
Select the “Assignments” Navigate to the "Assignments" tab.
...
Choose the group you want to that should 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: For information on user groups or creating new ones, refer to the https://emanageone.atlassian.net/l/cp/5p5ABZ9m section. |
...
Activate the Project Types that for which you want to use the Punch List Action Item for.
...
Dropdown List Setup
In the Administrator Application, you will 'll need to setup configure the Drop Down dropdown selections that will show appear when creating a new Punch List itemitems. Follow the these instructions below to setup:
Login to the e-manage|ONE Administrator Application.
...
Select Access the "Drop Down List Setup" tab.
...
Select For "Punch List Reason, Select “New”, type " select "New," enter the new Punch List Reason in the List Item field you new Punch List Reason, and select Save. See below screenshot for our reccomendationssave your selection. Refer to the screenshot below for our recommendations.
...
Select Similarly, for "Punch List Root Causes, Select “New”, type " select "New," enter the new Punch List Root Cause in the List Item field you new Punch List Reason, and select Savesave your selection. See the screenshot below screenshot for our reccomendationsrecommendations.
...