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Procore (en-CA)

Close a Deficiency List Item (iOS)

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Objective

To close a deficiency list item using the Procore app on an iOS mobile device. 

Background

Closing a deficiency list item is different from marking it as "Resolved" because it signifies that the Deficiency Item Manager reviewed and verified that the issue was resolved. While Assignees on a deficiency list item can mark an item as "Ready for Review," only the Final Approver or an 'Admin' level user can close a deficiency list item. 

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Deficiency List tool.
      • A 'Standard' level Creator can only close deficiency list items that they have created when the item's status is in 'Draft,' and  'In Dispute.' 
      • A 'Standard' level Final Approver can only close deficiency list items when the item's status is marked as 'Ready to Close.'
        Note: If a user with 'Standard' level permissions is designated as a Deficiency Item Manager, that user can perform any action that a regular Deficiency Item Manager can. They do not have to be the creator of the deficiency list item. See Configure the Default Deficiency Item Manager Role and Grant a Standard User Permissions to Act as a Deficiency List Manager.
  • 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.

Steps

  1. Navigate to your project's Deficiency List tool using the Procore app on an iOS mobile device.
  2. Tap the item you want to close.
  3. Swipe from left to right over Slide to Close Item.
    This action marks the item as 'Closed.'