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City of South Bend Projectmates Playbook
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City of South Bend Projectmates Playbook
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1/10/2023 2:38:05 PM
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1/10/2023 2:37:37 PM
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Board of Public Works
Document Type
Projects
Document Date
1/10/2023
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| Standard Operating Procedures <br /> Updated 09/2022 <br /> Page 11 of 24 <br />Action Lists <br /> <br /> ↓ <br /> ↓ <br /> <br />The Action List tool is used to manage multiple checklists. <br /> <br />• Closeout Checklist: The Project Manager is responsible for completing closeout checklist items. <br /> <br />• Punchlist: <br />o Workflow: Contractor marks as complete. City will verify. <br />o Areas: To be filled out after project creation. <br />o Disciplines: Will be templated based on CSI standards <br />o Complete/Verify: <br /> <br />1. From the Log, filter by All, Incomplete, To be Verified, and Verified action list items. <br /> <br />2. Check the box under column "Completed?" or "Verified?" then click Save to mark an item <br />complete. <br /> <br />3. Additional information can be added or viewed by clicking the Comment and <br />File Attachment icons located on the action list log. <br /> <br /> <br />
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