2. Punch Item Management (Plant Managers)

Overview:

Managing punch items in a plant or industrial setting is vital for safety, efficiency, and compliance. Punch Items are tasks or issues needing resolution before full operation. The responsibility for managing punch items typically falls under the role of a construction project manager, plant manager or supervisor.

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

Closing a punch item:

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

Click to open a punch item, then click “Complete”
Enter the Rectification notes and click complete

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.