Add Deficiency List Items to a Drawing (iOS)
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.
- 'Read Only' permission or higher on the project's Drawings tool.
- To publish deficiency list item markups on a drawing:
- 'Standard' or 'Admin' on the project's Drawings tool. See What is the difference between personal and published drawing markups?
- To add deficiency list items to 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
- Navigate to the project's Drawings tool on an iOS mobile device.
- Tap the drawing you want to add a deficiency list item to.
- Tap the Pin
icon in the markup toolbar.
- Tap the Punch
icon.
- Place a punch item pin on the drawing by tapping the area where you want the item to appear.
- 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:
- Select a template or tap + Create Punch Without a Template.
- Enter any relevant information needed. See Create a Deficiency List Item (iOS)
- Tap Save.
- Link an existing item:
- 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. - If you have 'Standard' or 'Admin' permissions to the Drawings tool and want to publish the punch markup:
- Tap the Select markup tool.
- 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.