Upload Punch List Related Documents - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Contracts Help (3.01)

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English
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EcoSys
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EcoSys Standard Version
3.01

This procedure allows you to upload the punch list related documents and its associated hyperlinks.

  1. Navigate to Contracts > Punch List.

  2. At the top of the screen, in the green parameter bar, click the Contract ellipsis to select the required contract.

  3. Click the Refresh button for screen update.

  4. Click the Punch List Register tab. The Item Register panel appears.

  5. Select the Item ID hyperlink. The Item Details panel appears.

  6. Click the Documents tab. The existing punch list related documents appear.

    • By default, the last selected punch list appears in the Punch List Item ellipsis. To change the punch list item, click the Punch List Item ellipsis in the green parameter bar and select the required punch list item.

    • To view the existing attached documents, click the Attachment hyperlink.

    • To view the existing document URL, click the URL hyperlink.

  7. Click the Insert Row icon to add a new comment.

  8. Type the required description in the Description column.

    When entering a URL, make sure to prefix the URL with "http://" or "https://".

  9. Click SAVE.

  10. (Optional) Attach the required document in the Attachment column. To attach the document, perform the following:

    1. Click the Attachment icon.

    2. Click UPLOAD and then click Choose File to select a file to upload.

    3. Type the description of the document in the Document Description.

    4. Click SAVE.

  11. (Optional) Add the required hyperlink. Follow the procedure below to add the hyperlink.

    1. Type the required web address of the risk document in the Comment or URL column.

    2. Click SAVE. The web address typed in the Comment or URL column auto-populates as a hyperlink in the URL column.

      Click the Delete Row(s) icon to delete a selected row.