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Procore (en-CA)

Create a Deficiency List Item (iOS)

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Objective

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

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Deficiency List tool.
      Note: While '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. 
      • 'Admin' level users have complete control of deficiency list items and can edit and update any assignee response.
      • '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.
        Note: 'Standard' level users can only list a Deficiency Item Manager as the assignee on a deficiency list item.
      • 'Read Only' level users cannot be assigned a deficiency list item.
  • Additional Information:
    • Deficiency list items can be assigned to multiple persons.
    • You will only be able to assign a deficiency list item to a user that exists in the project's directory. If an assignee is missing from the list, he/she must first be added to the project directory before the user can become a selectable option in the dropdown picker.
    • Once an initial notification has been sent, selected Assignees will receive daily notifications of overdue items via email; email notifications will end after 45 days. 
    • Deficiency list item types cannot be created when creating a deficiency list item. Types must be created by an 'Admin' user in the tool's configuration settings before a type can be selected when creating a new deficiency list item. See Configure Advanced Settings: Deficiency List.
  • This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. 

Steps

You can perform this action from the Quick Action menu on the app's Dashboard or landing page. Tap the + icon and tap Create Punch Item

  1. Navigate to the Deficiency List tool using the Procore app on an iOS mobile device.
  2. Tap the plus + icon.
    create-punch-list-ios.png
  3. Tap a template from the list of deficiency list item templates. See Create a Project Level Deficiency Item Template.
    Note: You can also tap Create Punch Without a Template to create a new item.
  4. Tap into a field to enter the following information:
    • Take Photo: Take and add a new photo to the deficiency list
    • Attachments: Choose one of the following options:
      • Choose from Library: Choose an existing photo from your device's library.
      • Files: Choose an existing file from your device. 
    • Title: If not using a deficiency list template, provide a descriptive title for the item.
    • Due Date: Select a date from the calendar for the deficiency list item to be due.
      Note: The 'Due Date' field is automatically populated based on the default number of days specified on the Deficiency List tool's Configure Settings page. See Configure Advanced Settings: Deficiency List. The due date also respects which days are set as 'working days' for the project. See Set Project Working Days.
    • Location: Use the location drop-down menu to select a location associated with the item. Either select from the predefined locations or Add a Multi-tiered Location to an Item. This location may be as general as the site location at the first tier or as specific as where on the site the contractor will be working at the second tier. You can add a deficiency list item to a drawing to indicate the exact location of the Deficiency List item.
      • You may also scan a location's QR code to enter a location. Tap the QR button in the top right. Point the camera of your device to the QR code to scan it. Procore will scan it automatically and add the location to the inspection.
    • Deficiency Manager: Select a Punch  Manager who will oversee the item throughout its entire lifecycle.
       Note: If no Deficiency Manager is selected, Procore will automatically list the item's Creator as the Deficiency Manager.
    • Assignees: If the template doesn't have a default assignee or if you aren't using a template, select the subcontractor or related contact from your directory to whom you want to assign the item. Assignees will need to have 'Admin' or 'Standard' level permissions to see the deficiency list item and receive the email notification. 
      Note: Users with 'Standard' permission on the Deficiency List tool will only be able to assign 'Admin' to the item.
    • Final Approver: Select a Final Approver who will have the authority to close the item.
    • Type: Types help categorize items into related areas or divisions. Select the appropriate type for the item.
      Note: Users with 'Admin' permission on the Deficiency List tool can create deficiency list item types from their computers. See Configure Advanced Settings: Deficiency List.
    • Trade: If the template doesn't have a default assignee or if you aren't using a template, select the applicable trade from the drop-down menu. Trades are configured from your computer at the Company level. See Add or Delete Trades.
    • Description: Include a detailed description of the item, such as the specific issue and possible resolutions.
  5. Tap Save to create the item.