Completion of approved punchlist or COW items is done within the Punchlists Manager. Make use of the available filter/search options available to identify approved punchlist or COW items that that need to be actioned and rectified in addition to the other filter/search criteria (i.e. Location, Subsystems, Disciplines, Responsible Company/Person, etc.).
The process for completing approved Punchlist or COW items is outlined below:
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Once the required punchlist or COW item(s) requiring approval is identified, select/highlight the punchlist or COW item and click on Edit, or click on the Punchlist ID hyperlink. This will open the Punchlist Edit Form.
Complete Punchlist or COW item.
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In the Punchlist Edit Form, update the 'Action Taken' field with remedial actions that were undertaken to rectify/complete the punchlist or COW item.
Attach an image (if applicable) in the 'As-Left Image to justify/document completion of the punchlist or COW item.
Select the COMPLETE button to update the status of the punchlist or COW item.
E-Mail Notification.
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If the Complete button is selected, an E-Mail Notification dialog box appears.
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If an E-Mail Notification is required, click Create E-Mail.
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This allows the punchlist or COW item approver to notify affected personnel (i.e. punchlist or COW item originator) via e-mail that the punchlist or COW item has been completed.
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A list of client representatives will appear for selection.
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If the individual is not listed in the E-Mail dropdown list you can select the Show Address Book checkbox to load all users in the Smart Completions database.
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Select the user(s) you want by checking the boxes, then select Create E-Mail button.
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