At Sitemark, we're proud of how much we can detect through a thermal inspection. Not all these issues have to be solved today, though. Some of them have to be monitored over time, for example.

Creating a punch list of work items can help you and your technicians focus on what has to be remedied today. They also allow you to track issues that aren't related to anomalies we detected. You can use punch lists to track issues during construction or to follow up and digitalise routine inspections.

This article covers the general functionality of punch lists, for more specific use cases you can look at this support article.

A punch list is a list of work that still has to be done on-site, work is split into tasks.

A task should be a stand-alone piece of work that has to be done. Examples are a module that has to be replaced or checked, a structure that has to be moved, or a tree that has to be trimmed. It should contain any information that's required to resolve it efficiently.

In the platform, you can find the full list of tasks on the tool bar on the left hand side of the screen.

When you open any of the operation, you'll see the tasks in the layer manager. These task items will be visible across all operations. When data from a new operation comes in, you can thus evaluate if the existing tasks are still valid and create new ones where needed.

There are three ways to create tasks.

Both through the platform and the Field Link, you can create tasks from existing anomalies, elements, or annotations. You can do this through the information popup of the feature using the Create Task button.

The created task will be linked to the anomaly, element, or annotation for which you created it. For anomalies, it automatically takes over any information required to resolve that anomaly.

To manage punch lists at scale, you need a way to create tasks in bulk. When evaluating the results from the thermal inspection, for example, you typically want to tackle all anomalies that adhere to some criteria, like a certain remedial action.

Learn more about managing remedial actions.

You can efficiently create tasks in bulk by going to Bulk Actions and selecting Create Tasks.

You can select the layer for which you want to create tasks for: anomalies, elements or annotations.

You can select the features for which you want to create tasks in 3 ways:

We recommend filtering out the anomalies on certain criteria for most use cases, then selecting them all in the bulk creation.

The first two methods are great for creating tasks in the office and sending them to your technicians, but it's also very valuable to let information flow in reverse. Technicians, workers, or site managers who spot issues on site can create a task to document it.

In the Field Link, you can use the Create Task button on the bottom left of the screen to create a new item. You give it a description and drag the map underneath the crosshairs to position it accurately.

When creating tasks or working on them in the field, you might want to add more information. This can be done in 2 ways:

To help you better manage your tasks lists for your portfolio you can click on the tasks button located on the left hand side of your screen shown below.

Here you can find all of your tasks across all the sites of your portfolio, this can be viewed in the Board view shown above or changed to a table view depending on your preferences.

Additionally you can also filter on specific sites by selecting the one you wish to filter on in the Filter select on the top right hand side of your window.

Clicking on a task will show you more details specific to this task as shown below. From here you can add comments and also change the status of a task.