Punch List — Overview

Track defects and issues found during inspections with status, priority, and assignee management.

The Punch List tracks defects and issues that need resolution — whether auto-created from failed inspection items or added manually. Each punch item moves through a defined lifecycle from identification to closure.

What You See

The Punch List table shows all defect items for your project:

ColumnWhat It Shows
TitleWhat needs to be fixed (auto-filled from failed checklist items)
SourceThe inspection and checklist item that created this punch
AssigneeTeam member responsible for fixing the issue
StatusOpen, In Progress, Fixed, or Closed
PriorityCritical, High, Medium, or Low (with color indicators)
Due DateWhen the fix is expected (overdue items flagged)
Punch list table showing items with status badges, priority indicators, and assignee columns
Punch list — track every defect from identification to closure

How Punch Items Are Created

Automatic (recommended):

  • During inspection, when marking an item as Fail → toggle "Auto-Create Punch Item" ON
  • The checklist item label becomes the punch item title
  • Linked to the source inspection and specific checklist item
  • Inherits assignee from the inspection if set

Manual:

  • Click New Punch Item in the toolbar
  • Fill in title, description, priority, assignee, and due date
  • Optionally link to a source inspection
New Punch Item dialog with title, description, priority, assignee, and due date fields
Create punch item — fill in defect details and assign for resolution

Auto-creation is preferred because it maintains the link between the inspection item and the punch item. This link enables automatic closure during reinspection.

Statuses

StatusColorMeaning
OpenRedIdentified — needs attention
In ProgressBlueAssignee is working on the fix
FixedAmberFix is complete, ready for verification
ClosedGreenVerified and accepted

Priorities

PriorityColorUsage
CriticalRedSafety issues, structural defects, blocking other work
HighOrangeSignificant quality issues requiring prompt attention
MediumYellowStandard defects, typical rework items
LowGrayMinor cosmetic issues, non-urgent

Row Actions

Click the actions menu (⋮) on any punch item row:

ActionEffect
Start FixTransitions from Open → In Progress
Mark FixedTransitions to Fixed (ready for verification)
Close Punch ItemAvailable once both closing prerequisites are met (all siblings Fixed + reinspection submitted). When blocked, shows a 🔒 lock icon with a tooltip — clicking navigates to the detail page where the prerequisites checklist shows exactly what remains.
EditUpdate title, description, priority, assignee, or due date
DeletePermanently remove the punch item
Punch item row actions dropdown showing Start Fix, Mark Fixed, and a locked Close Punch Item option with tooltip
Row actions — blocked transitions show a lock icon and route to the detail page

Filtering & Grouping

ControlOptions
Status filterMulti-select from Open, In Progress, Fixed, Closed
Priority filterMulti-select from Critical, High, Medium, Low
SearchFilter by punch item title
Group by StatusOrganized under status headers
Group by PriorityOrganized by urgency level
Punch list status filter showing Open, In Progress, Fixed, and Closed options
Filter by status to focus on items needing attention

Bulk Actions

  • Bulk Assign — select multiple items → reassign to a different team member
  • Delete Selected — select multiple items → bulk removal with confirmation

Next Steps