Punch Lists – ML Projects

Select Punch Lists from the (Project Menu) to access the Punch List Log. All of the items are automatically logged and categorized by Draft, Issued, Acknowledged, Pending Complete, Completed, Archived and Deleted.

How do I create a new Punch List?

1. Select the Add icon at the upper right of the window.

2. The Add Punch List page will be displayed with several fields for you to fill out.

3. Click the Save Information button at the bottom of the page once you have filled out the fields.

4. The Punch List will be displayed with a red DRAFT VERSION header and the information from the fields you completed. It is ready to for proofing and adding attachments; however, it is not formally issued until the Issue button is clicked.

5. Optional: Select the + icon to the right of the Attachments header. An Add Attachment window will be displayed.

Select the "Click to select files" button to display a dialogue window from which you can navigate from your local desktop to the desired files.
Select the desired files and then select the Open button.
The Add Attachment window will display a file upload status bar followed by a list of files successfully attached to the draft.
Select the Close Window icon (X) in the upper right.

6. The Punch List is still in DRAFT mode, and now lists any attachments added.

7. Optional: Select the + icon to the right of the Email Recipients header. An Add Email Recipients window will be displayed.

Select the Add Group or Add Contact check boxes next to the Group and/or team members that need to see the item, followed by Save Information.

8. The Punch List is still in DRAFT mode, and now lists any new team members added to the e-mail recipients list.

9. Perform a final review of the Punch List and if anything needs revising you can click the Edit button and make any necessary changes.

10. Once you are ready to distribute, click the Issue button and MasterLibrary will automatically send an e-mail to everyone in the E-mail Recipients list and attach a PDF of the Punch List (and any attachments) to that e-mail.

How do I add Items to a Punch List?

1. The Action By can click the icon to reassign items to someone else on the Project Team.

How do I reassign Items on a Punch List?

1. Prior to Issuing the Punch List, the Entered By can click the Add Items icon to create as many items as they would like.

How do I Acknowledge a Punch List?

1. Click the desired item that has been issued to you from the Punch List Log page or the e-mail you received when it was Issued.

2. Review the information on the screen, including any attachments, and click the Acknowledge button.

How do I Complete Items on a Punch List?

1. The Action By can click the icon to complete an item and enter some notes explaining if necessary.

How do I Uncomplete Items on a Punch List?

1. The Action By can click the Uncomplete icon to mark an item as not complete and enter some notes explaining if necessary.

How do I Complete a Punch List?

1. Once a Punch List has been Acknowledged and all Items have been Completed the Action By will have the option to List Complete which will send an e-mail out to the E-mail Recipients.