• Author: The Field Eagle Team
  • Published: 7/6/2016 1:39:04 PM

Field Eagle's punch list management software makes it easy to create, assign & manage punch list items in the field.

How does punch list software work

A quick Google search teaches you that the term “punch list” takes its name from the old process of actually punching holes on a list with items in need of fixing.  These days, a punch list can be created with software.  For inspection software, a punch list report details all the deficiencies found during the inspection based on its criticality: critical, major, or minor.  Punch list reports help maintenance efforts by detailing what each deficiency is, explain what is non-compliant, and provide action tasks to help maintenance find and fix the deficiency. 

The following outlines the steps of how punch list software works:

  1. Inspection items are entered into the system along with their questions that the inspector will answer in the field on a mobile device such as a tablet.  As items and questions are set up in the system, the criticality weight is also assigned to each answer.
    An example of the definitions of what is critical, major, or minor as are follows:
    • Critical -Critical items are to be resolved as soon as possible with effective management controls or warrant an immediate shut down. Critical issues are considered life threatening or have the potential to effect asset integrity. Critical Items are highlighted red in the report.
    • Major - Major issues are to be resolved within thirty days. Major issues are considered to have limited potential damage to personnel safety, asset integrity and environmental impact. Major items are highlighted orange in the report.
    • Minor - Minor issues must be resolved prior to the next inspection. Minor issues are considered to not have a direct bearing on personnel safety, asset integrity or environmental impact. Minor items are highlighted yellow in the report.
  2. Inspections are synchronized with the tablet that the inspector will take out into the field.  While the inspector answers questions during an inspection, the inspection software calculates the criticality for the item.  At any point, the inspector can generate a punch list report to get an overview of the item’s health.  With an inspection tablet, the inspector can add photos or video to the answer and additional notes, which will appear on the punch list report. Because the inspector can generate the report at any time, this allows for compliance issues and safety hazards to be addressed immediately.
  3. Reports are synchronized from the inspector’s tablet back to head office where management can view the reports and take action as needed.  It is possible to set specific date ranges and other filters when generating a punch list report with the software.  For example, a punch list report could be generated by location, client, asset, or all of these as needed.

Punch list software is advantageous because the time it takes to generate reports is seconds – no more manually adding data into excel spreadsheets from inspections done on paper, which are plagued with transcription errors.  With this type of data at your fingertips is becomes easy to set up preventative or predictive maintenance schedules.  Punch list software improves operations, safety, and compliance saving you time and valuable resources.

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