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Procore (en-CA)

Search and Filter the Deficiency List (Android)

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Objective

To search for and filter deficiency list items in the Deficiency List tool using the Procore app on an Android mobile device.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Deficiency List tool.
  • Additional Information:
    • Any search or filter parameters that you applied will remain until you reset them.
    • The search tool respects any selected filter parameters and will only search for items within the filtered results.

  • This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Steps

  1. Navigate to the project's Deficiency List tool using the Procore app on an Android device.

Search the Deficiency List

  1. Tap the Search icon-search-android.png icon.
  2. Tap to enter a keyword or phrase in the search bar. The search will return results matching the following fields:
    • Deficiency list item name
    • Location
    • Comments
    • Description
    • Reference
  3. Tap an item to view its details.

Filter the Deficiency List

  1. Tap the Filter icon-filter-android.png icon.
  2. Tap to select the filters you want to apply.
    • Sort By: Choose how you would like to sort the list of deficiency list items. 
      • Number: Tap to view deficiency list items sorted by their number in descending order.
      • Due Date: Tap to view deficiency list items by their due date with the deficiency list items due soonest/overdue first.
      • Title: Tap this option to sort the items alphabetically A-Z.
    • Status: Tap one of the options to filter deficiency list items by status. 
      • Open: Tap this option to only show open deficiency list items or deficiency list items that have not been resolved yet.
      • Closed: Tap this option to only show closed deficiency list items or deficiency list  items that have been resolved.
    • Ownership: Tap one of the options to show the deficiency list items based on the item's owner.
      • All Items: Tap this option to show all deficiency list items that are assigned to anyone.
      • My Items: Tap this option to only show the deficiency list items assigned to you. 
    • Response: Tap to filter by response.
      • Not Notified: Tap to view deficiency list items that have been marked as 'Not Notified.'
      • Work Required: Tap to view deficiency list items that have been marked as 'Work Required.'
      • Work Not Accepted: Tap to view deficiency list items that have been marked as 'Work Not Accepted.'
      • Ready for Review: Tap to view deficiency list items that have been marked as 'Ready for Review.'
      • Resolved: Tap to view deficiency list items that have been marked as 'Resolved.'
    • Ball in Court: Tap to filter by the Ball in Court.
    • Created By: Tap to filter by the user the items were created by. 
    • Deficiency Item Manager: Tap to filter by the Deficiency Item Manager.
    • Assignees: Tap to filter by assignee.
    • Assignee Company: Tap to filter by the assignee's company.
    • Final Approver: Tap to filter by the Final Approver. 
    • Distribution: Tap to filter by distribution members. 
    • Location: Tap to filter by a specific location.
    • Type: Tap to filter by type.
    • Trade: Tap to filter by trade.
    • Priority: Tap to filter by priority level. 
  3. Tap Done.
    Note: This reveals a list of deficiency list items that match the applied filters. 
  4. Tap an item to view its details.
    Note: To clear the applied filters, tap Reset from the list of optional filters.