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Procore (en-CA)

Permissions

Deficiency List

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png - Denotes an action supported in Procore's iOS and/or Android mobile application.

icon_checkmark_gray_h17.png - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template. 

Task None Read Only Standard Admin
Add Attachments to a Deficiency List Item       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Comments to Deficiency List Items     icon-mindtouch-table-check.png  
Assign a Deficiency List Item to a 'Standard' or 'Admin' Level User  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Assign a Deficiency List Item to an 'Admin' level User Only  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Close Deficiency List Item icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Deficiency List       icon-mindtouch-table-check.png
Customize the Column Display in the Deficiency List Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Project Level Deficiency Item Template       icon-mindtouch-table-check.png
Create a Deficiency List Item2  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Quick Deficiency Category on a Project       icon-mindtouch-table-check.png
Deactivate a Deficiency Item Template on a Project       icon-mindtouch-table-check.png
Delete a Deficiency Item Template from a Project       icon-mindtouch-table-check.png
Delete a Quick Deficiency Category at the Company Level       icon-mindtouch-table-check.png
Delete a Deficiency List Item        icon-mindtouch-table-check.png
Edit a Deficiency List Item  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Quick Deficiency Category at the Project Level       icon-mindtouch-table-check.png
Export Deficiency List Log as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Deficiency List Log as a CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Deficiency List Log as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Deficiency List Items       icon-mindtouch-table-check.png
Respond to a Deficiency List Item4,1   icon_checkmark_gray_h17.png+ icon_checkmark_gray_h17.png+ icon-mindtouch-table-check.png+
Retrieve Deleted Deficiency Item from Recycle Bin       icon-mindtouch-table-check.png
Search and Filter the Deficiency List  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send Deficiency List Items  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
View a Deficiency List Item5  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Change History of a Single Deficiency List Item       icon-mindtouch-table-check.png
View Private Deficiency Items Assigned to User Within the Same Company   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon-mindtouch-table-check.png

Users with 'Standard' level permissions can perform this action if they are listed as the item's Deficiency Item Manager, Assignee or Final Approver or if they have been granted the granular permission "Respond to Deficiency Items Assigned to Users within the Same Company."

'Standard' level users can only list 'Admin' level users as the 'Assignee' on a deficiency list item. However, 'Standard' level users who have been granted permission to act as a Deficiency Item Manager can list other 'Standard' level users as the 'Assignee' on a deficiency list item.

'Standard' level users can only close deficiency list items they have created (when the item's status is 'Draft' or 'In Dispute'), or when they have been designated as the item's 'Final Approver' (when the item's status is 'Ready to Close') or designated as the item's 'Deficiency Item Manager'.

Users with 'Read Only' permissions can perform this action if they have been granted the granular permission “Respond to Deficiency Items Assigned to Users within the Same Company.”

5 Users with 'Standard' and 'Read Only' permissions can only view non-private deficiency list items after they have been sent to the Assignee.