Admin Setup for the Punch List Feature
- Stephanie Pepper (e-manage|ONE)
To make the most of the mobile and desktop app features, you'll need to set up a few key elements. Follow these steps to ensure smooth functionality:
Punch List Action Item Setup
When creating a Punch List from the Mobile App, you can automate the process by setting up an Action Item to be sent automatically. This helps ensure that issues are effectively communicated to the right individuals or groups. To set up a Punch List Action Item, follow these steps:
Login to the e-manage|ONE Administrator Application.
In the "Configure" section, select "Action Items."
Activate the "Punch List" Action Item by checking the "In Use" option, then select the "Punch List" Action Item.
If the "Punch List" Action does not exist, create it by selecting "New" in the right panel. Make sure to label it precisely as indicated, as this is crucial for proper automation.
Navigate to the "Assignments" tab.
Choose the group that should receive the Punch List Action Item.
For information on user groups or creating new ones, refer to the https://emanageone.atlassian.net/l/cp/5p5ABZ9m section.
Activate the Project Types for which you want to use the Punch List Action Item.
An automated Action Item will only be sent for Punch List submitted with the “Order” type selected. The “Jobsite” type will not send an automated Action Item.
Dropdown List Setup
In the Administrator Application, you'll need to configure the dropdown selections that appear when creating new Punch List items. Follow these instructions:
Login to the e-manage|ONE Administrator Application.
Access the "Drop Down List Setup" tab.
For "Punch List Reason," select "New," enter the new Punch List Reason in the List Item field, and save your selection. Refer to the screenshot below for our recommendations.
Similarly, for "Punch List Root Causes," select "New," enter the new Punch List Root Cause in the List Item field, and save your selection. See the screenshot below for our recommendations.