Completing Approved Punchlist or COW Items - Intergraph Smart Completions - 5.3.6 - Help - Hexagon PPM

Smart Completions Help

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Intergraph Smart Completions
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Help
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5.3.6

Completion of approved punchlist or COW items is done within the Punchlists Manager. Make use of the available filter/search options available to identify approved punchlist or COW items that that need to be actioned and rectified in addition to the other filter/search criteria (i.e. Location, Subsystems, Disciplines, Responsible Company/Person, etc.).

The process for completing approved Punchlist or COW items is outlined below:

  1. Once the required punchlist or COW item(s) requiring approval is identified, select/highlight the punchlist or COW item and click on Edit, or click on the Punchlist ID hyperlink. This will open the Punchlist Edit Form.

    Complete Punchlist or COW item.

  2. In the Punchlist Edit Form, update the 'Action Taken' field with remedial actions that were undertaken to rectify/complete the punchlist or COW item.

    Attach an image (if applicable) in the 'As-Left Image to justify/document completion of the punchlist or COW item.

    Select the COMPLETE button to update the status of the punchlist or COW item.

    E-Mail Notification.

  3. If the Complete button is selected, an E-Mail Notification dialog box appears.

  4. If an E-Mail Notification is required, click Create E-Mail.

    1. This allows the punchlist or COW item approver to notify affected personnel (i.e. punchlist or COW item originator) via e-mail that the punchlist or COW item has been completed.

    2. A list of client representatives will appear for selection.

      1. If the individual is not listed in the E-Mail dropdown list you can select the Show Address Book checkbox to load all users in the Smart Completions database.

      2. Select the user(s) you want by checking the boxes, then select Create E-Mail button.