Log a Client Defect

You can log a defect on behalf of a client for any work that falls below high standards of workmanship, is not completed to specification, or breaches building regulations.

To log a client defect:

1. Navigate to the project.
   You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
2. Click either the Snagging or Punch Lists tab, depending on your territory.
   If the Snagging or Punch Lists tab is not visible on the header band, click more to display additional menu items.
3. Click .
4. On the form that displays, use the Location Group and Location lists to select where the defect is located.
5. From the Type list, select the type of defect.
6. In the Comments field, enter detailed information about the defect.
7. To upload photos of the defect, do the following:
   1. Click Upload Images.
   2. On the Upload Files screen, click Choose Files.
   3. On the file picker window, press and hold the CTRL key and select each image that you want to upload, and then click Open.
   4. Click Save.
8. To mark the location of the defect on a project drawing, do the following:
   1. Use the Select Drawing list to select the drawing that you want to mark the location on.
   2. Click Mark Image.
   3. On the drawing, click the location where the defect is found to add a pin. You can add multiple pins, if required.
   4. Click Save Pins.
9. Click Submit.