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Procore (en-CA)

Send Deficiency List Items (Android)

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Also available on  ios-gray-icon.jpg  web-gray-icon.jpg

Objective

To email a deficiency list item using the Procore app on an Android mobile device.

Things to Consider

  • Required User Permissions: 
    • 'Admin' permissions on the project's Deficiency List tool.
      Note: 'Read Only' level users cannot be assigned to a deficiency list list item.
    • 'Standard' permissions on the project's Deficiency List tool for users who are listed as Default Deficiency Item Managers in the Deficiency List configuration settings, see Configure Advance Settings: Deficiency List. 
  • Additional Information:
    • The deficiency list item must have already been created and saved before it can be sent.
    • You can choose to either have all deficiency list items emailed simultaneously to all assignees listed on each item or you can choose to email individual deficiency list list items separately from one another.
    • Once an initial notification has been sent, selected Assignees will receive daily notifications of overdue items via email; email notifications will end after 45 days. 

Steps

Review and Send Deficiency List Items

  1. Navigate to the project's Deficiency List tool using the Procore app on an Android mobile device.
  2. Tap Ball in Court Items to view items that currently require your action.
    OR
    Tap All Items to view all deficiency items.
    Note: If there are deficiency items ready to be sent, there will be a yellow banner above the items.
  3. Tap Review.
    Note: All deficiency items that are able to be sent will be shown.
  4. If a deficiency item does not have an Assignee listed, a notice will be posted "Can't Send - Assignees Missing".
    1. Tap the item.
    2. Tap one or more users from the People, Companies, Groups or Recents tabs to select assignee(s).
    3. Tap Done. 
      Note: The selected assignee(s) will automatically be added to the Assignees field on the deficiency item.
  5. Tap an item to select or deselect it or tap Select All or Deselect All.
  6. Tap Send Items. 
    Note: The selected items will immediately be sent and any items that were not selected will be able to be reviewed and sent through the banner again later.

Email Individual Deficiency List Items 

  1. Navigate to the project's Deficiency List tool using the Procore app on an Android mobile device.
  2. Tap the deficiency list item you want to email.
  3. Tap Email.
    email-punch-list-item-android.png
  4. Tap into the following fields to enter the appropriate information:
    • To: Add the user(s) who will receive the email.
    • CC: Add the user(s) you want to copy on the email. Note: As the creator of the email, you will be automatically CCed on the email.
    • BCC: Add any user(s) you want to blind carbon copy on the email.
    • Subject: The subject of the email is automatically populated with "FW: Item: [ #]: [title of item ]". You can edit the subject as necessary.
    • Optional Comments: Add any additional comments that will be visible on the email.
  5. Tap Send.