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Procore

Deficiency List - User Permissions (iOS)

Deficiency List

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the project's Deficiency List tool?

Action None Read Only Standard Admin Notes

Add a Photo to a Deficiency List Item

 iOS     Android

    check-green2.png check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Close a Deficiency List Item

 iOS     Android

      check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Create a Deficiency List Item

 iOS     Android

 

   

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  • 'Standard' level users can create deficiency list items, they cannot assign a deficiency list item unless they have been granted special permission to act as the Deficiency Item Manager. 
  • 'Standard' level users can view all responses, but can only update their response if they are listed as an assignee on the deficiency list item.
  • This action can be performed offline. Tasks performed offline will be synced with Procore once a network connection has been reestablished. 

Download Attachments from a Deficiency List Item

 iOS     Android

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Edit a Deficiency List Item

 iOS     Android

   

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  • 'Standard' level users can edit deficiency list items that they have created if the item's status is in 'Draft,' or 'In Dispute.'
  • 'Standard' level users who have been granted permission to act as Deficiency Item Manager can edit items in which they are listed as the Deficiency Item Manager, except when the item's status is 'Draft'.
    Note: A 'Standard' user must be added to the 'Standard permission users who can act as a Deficiency Item Manager' section of the Deficiency List tool's configure settings in order to be selected as a Deficiency Item Manager.
  • This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Notify Assignees of Deficiency Items

 iOS     Android

      check-green2.png  

Reassign a Deficiency List Item

 iOS     Android

    check-green2.png check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Respond to a Deficiency List Item

 iOS     Android

    check-green2.png check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

Respond to a Deficiency List Item Assigned to Users within your Company

 iOS     Android

   

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  • 'Respond to Deficiency List Items Assigned to Users Within Same Company'
check-green2.png Alternatively, 'Standard' level users can respond to a deficiency list item if they are listed as the item's 'Deficiency Item Manager', 'Assignee', or 'Final Approver'.

Search and Filter the Deficiency List

 iOS     Android

  check-green2.png check-green2.png check-green2.png This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

View non-Private Deficiency List Item

 iOS     Android

 

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  • 'Standard' and 'Read Only' users can only view these items after they have been sent to the Assignee.
  • This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

View Private Deficiency List Item

 iOS     Android

   

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  • 'Standard' level users can view Private deficiency list items if you are:
    • The item's creator.
    • An assignee on the deficiency list item.
    • A member of the item’s distribution list.
    • Listed as the item's Deficiency Item Manager.
  • This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.

View Deficiency List Items Assigned to Users within your Company

 iOS     Android

 

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  • 'View Private Deficiency List Items Assigned to Users Within Same Company'

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  • 'View Private Deficiency List Items Assigned to Users Within Same Company'
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  • This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device.