Run a Punchlist walk

Assignar turns HSEQ on for your organisation. You need View HSEQ issues to open the list and Raise HSEQ issues to start a walk or add to it. Without Raise HSEQ issues the walk reads You can view this Punchlist walk, but not change it.

In HSEQ, select Inspections & Punchlist walks, then Punchlist walks.

Start a walk

Select Start Punchlist walk.

1. Choose the Project and the Date.
2. Enter the Name. It starts as Punchlist walk and the date. Change it before you start.
3. Set Location scope, or leave it blank for the whole project.
4. Select Start Punchlist walk.

The walk is Active. The empty list reads No Punchlist walks yet.

If the name or date is empty you see Punchlist walk name is required or Punchlist walk date is required. Any other failure shows Could not save the Punchlist walk.

Add attendees and items

Open the walk.

Add attendee records who walked. Set Kind to Internal, Subcontractor or Client, name them, and capture the Signature. The empty list reads No one has signed yet. A missing signature shows A signature is required. A missing name shows Say who is attending.

Add item raises a Punch List Item on this walk. The type is fixed to Punch List Item. Choose the location, or leave No location. Items stay linked to the walk. The empty list reads No items on this Punchlist walk yet.

Raising and closing the item follows Raise and manage issues. Escalate to NCR is on the item when it needs an NCR number.

Complete the walk

Select Complete. Confirm Complete this Punchlist walk? You see Punchlist walk completed. The status becomes Closed, and the walk reads This Punchlist walk is closed.

Completing a walk that is not active shows Only an active Punchlist walk can be completed.

Filter the list by Status or Search. All clears the status filter.