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Features Getting Started

Managing a Punch List

A Punch List is a list of tasks that need to be completed in order to finalize a Project.
The Forms app includes built-in management of Punch Items:

1. Edit the Template Properties in the Forms web app, and check 'has Punch Items'.

2. Add a Question field of type 'Yes - Punch - N/A' to the Form template.
Example: Label="Is this issue fixed?", Options="1:Yes|P:Punch|2:N/A"

3. When a user fills in the Form and answers the Question, he has the option to tap 'Punch' if the issue is not fixed. This will automatically create a Punch Item and open a screen where the user can fill in details like: Location, planned Rectification date, owner and description, and attach a Photo.

4. The list of Punch items related to a Form appears in the Punch Items tab in the Form view screen. Close Punch items when the task has been performed.

5. In the Forms web app, a list of all Punch Items created from answering Questions in Forms is accessible from the left pane. Manage Overdue items and view Closed items.

See Punch Options.

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