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Procore (en-CA)

Send Deficiency List Items (iOS)

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Objective

To email deficiency list items from your iOS mobile device.

Things to Consider

  • Required User Permissions
    • 'Admin' on the project's Deficiency List tool.
      Note: 'Read Only' users cannot be assigned a deficiency list item.
  • Additional Information:
    • The deficiency list item must already be created and saved before you can email it.
    • 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

Review and Send Deficiency List Items

  1. Navigate to the project's Deficiency List tool on your iOS mobile device.
  2. Tap Ball in Court Items to view items that currently require your action.
    OR
    Tap All Items 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.
    review-punch-list-items-ios.png
  5. If a punch item does not have an Assignee listed, the item is labelled 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.
    send-punch-list-items-ios.png
  7. Tap Send.
    Note: An email notification is sent to the Deficiency Item Manager and the Assignees listed on each item.

Email Individual Deficiency List Items

  1. Navigate to the project's Deficiency List tool on your iOS mobile device.
  2. Tap the deficiency list item you want to email.
  3. Tap the Share icon-share-ios.png icon.
    email-punch-list-item-ios.png
  4. Tap into the following fields to enter the relevant information:
    • To: Add the user(s) who will receive the email.
    • CC: Add the user(s) you want to copy on the email. 
      Note: You (the creator of the email) will be automatically CC'd on the email.
    • BCC: Add any user(s) you want to blind carbon copy on the email.
    • Subject: The subject of the email is automatically populated with "FW: deficiency list Item: [#]: [title of item]". You may edit this as necessary.
    • Message: Tap into the body of the email to add a message or any additional comments that will be visible on the email.
  5. Tap Send.