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Procore (en-CA)

Add Deficiency List Items to a Drawing (iOS)

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Objective

To add deficiency list items to a drawing in the Drawings tool on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • To add deficiency list items to a drawing: 
      • 'Read Only' permission or higher on the project's Drawings tool.
        AND
      • 'Standard' or 'Admin' on the project's Deficiency List tool.
        Note: While 'Standard' level users can create deficiency list items, they cannot assign a deficiency item unless they have been granted special permission to act as the Deficiency Item Manager. 
    • To publish deficiency list item markups on a drawing:
  • Additional Information:
    • 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.
    • If you have 'Standard' or 'Admin' permissions to the Drawings tool and want Procore to automatically publish deficiency list items you add to drawings in this project, set 'Auto-Publish Deficiency Pins' to ON. 

Steps

  1. Navigate to the project's Drawings tool on an iOS mobile device.
  2. Tap the drawing you want to add a deficiency list item to.
  3. Tap the Pin icon-drawing-markup-pin-ios.png icon in the markup toolbar.
  4. Tap the Punch icon-drawing-markup-punch-ios.png icon.
  5. Place a punch item pin on the drawing by tapping the area where you want the item to appear.
  6. After the deficiency item has been placed, choose from the following options: 
    • Link an existing item:
      • Tap Link Existing to select an existing punch to add.
      • Select the item to add it to the pin.
    • Create a new deficiency item:
  7. The deficiency pin displays the number assigned to the deficiency list item.
    Note: Gray deficiency pin icons denote a closed deficiency list item. Orange deficiency pin items denote an open deficiency item.
  8. If you have 'Standard' or 'Admin' permissions to the Drawings tool and want to publish the punch markup:
    1. Tap the Select markup tool.
    2. Tap the deficiency pin and tap Publish.
      Note: If you want Procore to automatically publish any new deficiency list items you add to drawings in this project, set 'Auto-Publish Deficiency Pins' to ON.

See Also