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  • In Upvise, punch items can be managed centrally from the equipment module

  • You can view “Open”, “Completed” or “Closed” punch items in this list

  • Column Filters can be used to filter punch items via project, equipment, date etc.

  • Click on the punch item in the punch list to open and view additional information

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Closing a punch item:

Punch items should be closed when a repair job is raised to schedule a service or repair.

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Expand
titleModifying Punch Item Columns Displayed

You can change the columns you see in the view above in the Equipment options display settings:

  • Punch item display: will allow you to modify the punch item display column in the view.

  • Custom Columns: will allow you to modify the columns displayed in the Equipment view

Punch Item Notifications

  • When a punch item is assigned to a user, a notification is sent automatically.

  • When a punch item is completed, a notification is sent to the user who created the punch item.

  • The punch item notification is sent via email and/or in-app depending on the company settings in the database.

There is no way to currently manually send notifications to a custom user.