CMiC Field - Punch List Items

Punch List Item; standard Treeview path: CMiC Field > Site Management > Punch Lists

The Punch List Item screen provides a way of creating, assigning, and closing punch list items. The Punch List log can be manipulated and sorted in a number of different ways, details of which can be found in Using Logs.

Anyone associated with the punch list and with the necessary system privileges can edit and delete the items of that punch list with the [Edit] and [Delete] buttons, respectively.

To upload a CSV file of punch list items, press the [Import] button. The format of punch list imports is given in the Punch List Import File section.

The [Print] button is used to create a Punch List Report. Use the checkboxes next to each punch list item to select the items to be included in the report. To learn more about using this report, refer to CMiC Field - Punch List Items Report.

Press the [Export] button to export the punch list log shown in this screen as a CSV file.

Press the [Create New] button to add a new punch list item to the Punch List log.

Punch List Item – Tab

Punchlist Items; standard Treeview path: CMiC Field > Site Management > Punchlist Items – [Create New] button - Punch List Items tab

Description

Enter a full description for the punch list item.

Date Created

This field shows the date the Punch List was created.

Current Responsibility

This field displays the employee with the current responsibility with regards to the punch list item.

Due Date

Enter/select the due date for the punch list item.

Responsible Contractor

Enter/select the contractor responsible for completing the punch list item.

Status

Select the status of the punch list item. The default value for this field and the status codes are maintained in the CMiC Field - Punch List Item Status Maintenance screen.

List

Select a list to which to add the item from the drop-down menu or create a new list by typing the name in this field.

Location Code

Enter the code for the project area. These codes can be created in the Location Code Maintenance screen.

Trade/Type

Enter/select the trade code for the type of work involved in the punch list item.

Change Item

To link the punch list item to an existing PCI, enter/select a PCI from the Change Item field's LOV. This field only appears after the record has been saved and requires the security role privilege 'PCIs – Create from and Link to other objects'. For more information, please refer to CMiC Field Security - PCIs.

[Create Change] – Button

To link the punch list item to a new PCI, press this button to launch the Potential Change Items pop-up, which is used to create a new PCI. Once the PCI is created and the pop-up window is closed, the newly created PCI will be linked in the Change Item field. For convenience, the [Create Change] button turns into an [Edit Change] button, which can be used to re-launch the new PCI to make any additional changes. The [Create Change] button only appears after the record has been saved and requires the security role privilege 'PCIs – Create from and Link to other objects'. For more information, please refer to CMiC Field Security - PCIs.

Cost Impact

Enter the projected cost of the punch list item.

Reviewer

This section can be used to select those individuals responsible for reviewing the content of a punch list, as well as to create and select reviewer templates. For more information on this section, please see CMiC Field - Reviewer Section .

Reviewer Email Notifications

Email notifications with a link to the Punch List Item will be sent for the following actions:

• New Reviewer Added: Newly added reviewer(s) will receive an email notification that they have been added as a reviewer.

• Change of Responsibility: The employee with the current responsibility (i.e., as displayed in the Current Responsibility field) will receive an email notification that the responsibility for the Punch List Item has been changed/passed to them. For example, when the first reviewer is finished, the second reviewer will be notified.

Documents

This section can be used to attach documentation to the punch list item. Please note that this can only be done after the item record has been saved by pressing the [Save] button.

Notes

To add a note to the opened item, enter text in the empty field and press the [Save] button. Press the [Clear Comment] button to delete all text entered in the field.

History – Tab

Punchlist Items; standard Treeview path: CMiC Field > Site Management > Punchlist Items – [Create New] button - History tab

All changes made to a punch list item's record appear here. This is a display-only tab that keeps track of:

• Changes in punch list item status

• Changes to responsible parties

• Adding or removing reviewers

• Changes to reviewer status

• Adding new documents

• Adding new notes

Punch List Import File Format

The punch list import file consists of the following fields in the order listed:

Column Separator    ","                

Column delimiters - optional    """"                

No	Database Column	Description	Data	Type	Required
1	PMFPDI_COMP_CODE	Company Code	CHAR	2	Yes
2	PMFPDI_PROJ_CODE	Project Code	CHAR	10	Yes
3	PMFPDI_PMPL_CODE	Punchlist Header	CHAR	10	Yes
4	PMFPDI_ITEM_CODE	Item No	NUM	5	Yes
5	PMFPDI_AREA1_VALUE	Area1 Value	CHAR	10
6	PMFPDI_AREA2_VALUE	Area2 Value	CHAR	10
7	PMFPDI_AREA3_VALUE	Area3 Value	CHAR	10
8	PMFPDI_AREA4_VALUE	Area4 Value	CHAR	10
9	PMFPDI_DESC	Description	CHAR	4000
10	PMFPDI_STATUS_CODE	Status	CHAR	10	Yes
11	PMFPDI_PARTN_ABBREV	Responsibility	CHAR	8
12	PMFPDI_CONTACT_CODE	Contact	CHAR	10
13	PMFPDI_AUTH_PARTN_ABBREV	Author Comp.	CHAR	8
14	PMFPDI_AUTH_CONTACT_CODE	Authored By	CHAR	10
15	PMFPDI_INSP_PARTN_ABBREV	Inspection Comp	CHAR	8
16	PMFPDI_INSP_CONTACT_CODE	Inspected By	CHAR	10
17	PMFPDI_INSPECTED_DATE	Inspected On	DATE	DD-MON-RRRR
18	PMFPDI_RECEIVED_DATE	Received On	DATE	DD-MON-RRRR
19	PMFPDI_ISSUED_DATE	Issued On	DATE	DD-MON-RRRR
20	PMFPDI_START_DATE	Started On	DATE	DD-MON-RRRR
21	PMFPDI_SCHD_COMPL_DATE	Schd. Compl.	DATE	DD-MON-RRRR
22	PMFPDI_REINSPECTED_DATE	Re-Inspected	DATE	DD-MON-RRRR
23	PMFPDI_COMPLETED_DATE	Completed	DATE	DD-MON-RRRR
24	PMFPDI_SIGNED_OFF_DATE	Signed-Off	DATE	DD-MON-RRRR
25	PMFPDI_VALUE	Value	NUM
26	PMFPDI_CLV_VALUE_CODE1	Classifier 1	CHAR	16	Classifier Dependent
27	PMFPDI_CLV_VALUE_CODE2	Classifier 2	CHAR	16	Classifier Dependent
28	PMFPDI_CLV_VALUE_CODE3	Classifier 3	CHAR	16	Classifier Dependent
29	PMFPDI_CLV_VALUE_CODE4	Classifier 4	CHAR	16	Classifier Dependent
30	PMFPDI_CLV_VALUE_CODE5	Classifier 5	CHAR	16	Classifier Dependent
31	PMFPDI_CLV_VALUE_CODE6	Classifier 6	CHAR	16	Classifier Dependent