Punch lists - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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Smart Materials/Smart Reference Data Version
2020 (10.0)

To track punch lists and the associated details, you can use the SM.20.11 Subcontract Administration screen (Punch Lists tab).

Enter a punch list

  1. In the menu tree, navigate to Smart Materials > Site > Subcontract Management > SM.20 Subcontracts.

  2. Double-click SM.20.01 Subcontractor Workload.

  3. Enter a query.

  4. Double-click an agreement number to display SM.20.11 Subcontract Administration.

  5. On the Punch Lists tab, add a new record in the Punch Lists area.

  6. In the Punch List Number field, enter text.

  7. In the Punch List Details area, enter items for the punch list.

  • Only a contractor can create new punch lists with details.

  • A subcontractor can only enter comments in the Subcontractor Comments field and select Ready for Inspection.

  • The software includes e-mail templates for when a punch list task is ready for inspection or fails inspection. You can see these templates on A.10.51 Email Templates. For more information, see Add an e-mail template.

  • The project defaults for the e-mail templates are ZP_EMT_PLF and ZP_EMT_PLI. For more information, see Appendix: Project Defaults.

Workflow

  1. The contractor creates a punch list with details.

  2. The subcontractor can enter comments in the Subcontractor Comments field, if needed. The subcontractor selects Ready for Inspection and saves the punch list. An e-mail is sent to the user who created the punch list item (buyer is on cc).

  3. The contractor selects Inspected.

    The software fills in the Inspected By field with the first and last name of the logged in user, and the Inspected Date field with the system date.

    The contractor must check either Pass or Fail. If Fail, the contractor must enter comments in the Inspection Comments field.

    At a later time (after the item has been re-done and the subcontractor has selected Ready for Inspection again), the contractor selects Re-Inspected and Pass/Fail. This cycle continues until the item passes.

  4. The contractor selects Accepted.

    The software fills in the Accepted By field with the first and last name of the logged in user, and the Accepted Date field with the system date.

  5. The contractor selects Complete.

    The software fills in the Complete Date field with the system date. The contractor can enter comments in the Status Comments field, if needed.