Notify Assignees of Deficiency Items (iOS)

Objective

To notify users of deficiency items that are assigned to them from your iOS mobile device.

Things to Consider

• Required User Permissions: 
  • 'Admin' level permissions on the project's Deficiency List tool.
    Note: 'Read Only' users cannot be assigned a deficiency list item.
  • 'Standard' permissions on the project's Deficiency List tool for users who are listed as Default Deficiency Item Managers in the Deficiency List configuration settings, see Configure Advance Settings: Deficiency List. 
• Additional Information:
  • The deficiency list item must already be created and saved before you can email it.
  • Deficiency items must have an assignee in order to send the notification.
  • You can automatically send notifications to additional users when 'Item Sent to Assignees (Work Required)' is configured in Advanced Settings. See Configure Advance Settings: Deficiency List. 
  • You can send deficiency list items in bulk using the Review function, or you can email deficiency items individually.
  • Once an initial email notification has been sent, selected Assignees will receive daily notifications of overdue items via email; email notifications will end after 45 days.

Steps

1. Navigate to the project's Deficiency List tool on your iOS mobile device.
2. Tap Ball-in-Court to view items that currently require your action.
   OR
   Tap All to view all deficiency items.
3. If there are deficiency items ready to be sent, a yellow banner appears above the items.
4. Tap Review.
   
   
    
5. If a deficiency item does not have an Assignee listed, the item is labeled with 'Can't Send - Assignees Missing'.
   1. Tap the deficiency item.
   2. Tap the names of one or more users from the Contacts, Companies, or Groups tabs that you want to add.
   3. Tap Done. 
      Note: After tapping done, the selected assignee(s) is automatically added to the Assignees field on the deficiency item.
6. Tap an item to select or deselect it, or tap Select All or Deselect All.
   
   
    
7. Tap Send.
   Note: An email notification is sent to the Assignees listed on each item, as well as any other users configured in Advanced Settings.