Creating a Punch List Item

To create a punch list item:

1. Navigate to: Document ManagementPunch Lists.
2. Click New.
3. Enter the information in the fields. See Punch Lists Fields for more information.
4. Click Assign New.
5. Select a company from the list of companies that displays in a second browser window.
   • Users with the Approve permission can complete the Amount, Complete Date, and Approved Date fields at any time.
6. Click Save on the toolbar.