Upvise has recently introduced a new punch item creation enhancement that allows users to create a punch item directly from Eqquipment on the mobile, without needing to open a form. This makes the process faster and more efficient when reporting equipment-related issues.


Steps to Create a Punch Item (Mobile)

  1. Open the desired Equipment record

  2. Tap the Activities tab

  3. Tap the “+” button

  4. Select Punch Item

A new punch item will be created and linked to the equipment.


Screen Guide (Android)

  • Open Equipment → Activities → + → Punch Item

  • You will see the punch item creation screen pre-linked to the selected equipment

  • Complete the required fields and save



Benefits

  • Faster punch item reporting

  • No need to create a form

  • Punch items are automatically linked to the relevant equipment record