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)
Open the desired Equipment record
Tap the Activities tab
Tap the “+” button
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