Closing Completed Punchlist or COW Items

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Closing Completed Punchlist or Carry Over Work (COW) Items

FAQs  |  Feedback


Closing of completed 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 closed in addition to the other filter/search criteria (i.e. Location, Subsystems, Disciplines, Responsible Company/Person, etc.).


The process for closing completed Punchlist or COW items is outlined below:


 Step

  Action

  1

Once the required punchlist or COW item(s) requiring closing 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.



Close punchlist or COW item.

 2

In the Punchlist Edit Form, review the Action Taken field populated with remedial actions that were undertaken to rectify the punchlist or COW item. Select the CLOSE or CANCEL COMPLETION button to update the status of the punchlist or COW item.



E-Mail Notification.

 3

If either the Cancel Completion or Complete button is selected, an E-Mail Notification dialog box appears.


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


    1. This allows the punchlist or COW item closer to notify affected personnel (i.e. punchlist or COW item originator) via e-mail that the punchlist or COW item has been closed.
    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 CE database.
      2. Select the user(s) you want by checking the boxes, then select Create E-Mail button.



Next Training Topic:  Punchlist & COW E-Mail Notifications within Workflow State



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