Create Deficiency List Items with Quick Capture from a Drawing (iOS)

Objective

To create deficiency list items on a drawing using the Quick Deficiency feature on the Procore iOS app.

Things to Consider

• Required User Permissions:
  • 'Read Only' level permissions or higher on the project's Drawings tool.
    AND
  • 'Standard' level permissions or higher on the project's Deficiency List tool.

Prerequisites

• Your iOS device must be configured to allow the Procore app to access the device's 'Camera', 'Microphone', and 'Speech Recognition' features. When you open Quick Capture for the first time, the Procore app will automatically prompt you to allow it to access these features. If you denied the Procore app's access to these features, see Apple's Control Access to Hardware Features on iPhone  for more information about manually configuring these features.
• Your iOS device must have the 'Dictation' feature enabled. See Apple's Dictate Text on iPhone .

Steps

1. Open the Procore app on an iOS mobile device.
2. Tap the project's Drawings tool.
3. Tap the drawing that you want to add a deficiency list item to.
4. Tap the Pin  icon in the markup toolbar.
5. Tap the Quick  icon to add a Quick Capture pin
6. Place the pin on the drawing by tapping the area where you want the item to appear.
   Note: You can move the pin by tapping the pin. Once the dotted line appears around the pin, you can move it by dragging it to the desired location.
7. Select Deficiency List from the main screen or the drop-down list.
   Note: If the drawing has existing deficiency items, Quick Capture will default to Deficiency List.
8. Tap the record deficiency item  button to begin recording a deficiency item.
   Note: Each recording can be a maximum of 60 seconds long.
9. While recording, describe the deficiency item out loud.
10. Tap the record deficiency item  button again to finish recording.
11. Repeat steps 5-9 for each deficiency item you want to create using Quick Capture.
12. Tap Review [#] Item(s) to open the Quick Capture Items menu.
    Note: Alternatively, you can also double tap on the Quick Capture pin that you want to review.
13. Tap the Quick Capture item that you want to create a deficiency item from.
14. On the 'Create Deficiency Item' screen, review or update the information. See Create a Deficiency List Item with Quick Capture (iOS) for more information.
    Note: The 'Linked Drawing' field cannot be updated.
15. Tap Send to Deficiency to create the deficiency item.
    Note: If you are not ready to create the deficiency item, tap the X to close the 'Quick Capture Items' window without saving any changes. If you created the Quick Capture pin by mistake tap Delete to remove the Quick Capture pin.
16. After the item has been sent to the project's Deficiency List tool, the pin changes from the Quick  icon to the Deficiency  icon.
17. Optional: Tap the pin to perform additional actions on the deficiency item. See Deficiency List (iOS) Tutorials for more information.

See Also

• Create a Deficiency List Item with Quick Capture (iOS)
• Add Deficiency List Items to a Drawing (iOS)