Getting Started: Punch List tool

Quick Menu

• What is the Punch List tool?
• How do I create new punch list items?
• How do I see all punch list items for a given location?
• Are there any best practices for creating punch list items?
• How do I prevent duplicate records from being created for the same issue? 
  
• Download - Quick Guide - Punch list items

What is the Punch List tool?

A punch list is a document prepared near the end of a construction project listing work not conforming to contract specifications that the general contractor must complete prior to final payment. The Inertia Punch List tool helps you track issues across the entire project quickly and efficiently. 

The Punch List tool is located in the main toolbar under Punch List. There, you'll find the main dashboard (pictured), GC Completion List, Design Punch List, Reports, and the option to create new Punch List items. 

How do I create new punch list items?

Read more about creating punch list items here:  Creating Punch List Items (Web)

How do I see all punch list items for a given location? 

Inertia offers several ways to view punch list records. Using the GC Completion List or Design Punch List, search and filter all records. The punch list Reporting tool also offers map based reporting. To learn more about your reporting on Punch List items, check out this article: Punch List Reporting

Are there any best practices for creating punch list items?

Each punch list item that is created will need to be resolved. When evaluating an area or room, we recommend creating clear, concise records, and grouping issues when possible. For example, if the same wall has 3 dents that must be repaired, create one punch list item for all 3 dents.

We also recommend adding photos to the punch list item for clarity. When photographing the issue, make sure the photo is clear, and try to include at least one wide shot that gives a clear picture of the location of the issue. 

Close-up of issue. While this image shows the issue clearly, it may be difficult to locate this particular area. 

Wide shot - This picture clearly shows the issue and gives a better idea of the location.

How do I prevent duplicate records from being created for the same issue? 

 Using Punch List > Reports, view the space you are working in to determine if a record already exists for this issue. If the issue has already been recorded, you can still CoAuthor the record. Open the punch list item, and select Co Author from the main toolbar. Learn more about Co Authoring here: Punch List - CoAuthor Function