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.
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Select “Action Items” in the Configure section.
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Activate the “Punch List” Action Item by checking “In Use” then select the “Punch List” Action Item.
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If the “Punch List” Action does not exist, you will need to select “New” on the right panel to create it. It must be labeled exactly in this way otherwise, the automation will not work. |
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Select the “Assignments” tab.
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Choose the group you want to receive the Punch List Action Item.
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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 |
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Activate the Project Types that you want to use the Punch List Action Item for.
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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.
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Select the Drop Down List Setup tab.
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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.
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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.
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This User Guide section offers step-by-step instructions to help you setup, navigate the app basics and utilize the e-manage|ONE Go App effectively. This section is divided into a few key sub-sections:
Admin Setup: Ensure the back side of things are setup properly for smooth sailing through the app. See here for detailed information: Admin Setup for the Punch List Feature
Sign In: Learn how to access the Go app and log in to your account securely.
Dashboard: Discover the features and information available on the app's home screen, providing you with a quick overview of your critical data.
Searching: Explore the search functionality within the app, allowing you to easily find projects, contacts, and companies based on your needs.
Best Practices: Explore a few notable best practices to set yourself up for succes with the Go app!
Follow along with the detailed instructions in each sub-section to make the most out of your experience with the e-manage|ONE Go App.