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Procore (en-CA)

Close a Deficiency List Item

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Objective 

To close a deficiency list item once all the work for that item has been accepted.

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. 

Note:
If you enable a standard user in the configure settings to be selectable as the Deficiency Item Manager, they can perform any action that a regular Deficiency Item Manager can and do not have to be the creator of the deficiency list item.

 

Things to Consider 

  • Required User Permission: '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.'
  • A deficiency list item's Final Approver has the authority to close the item. You can assign a default Final Approver to your Deficiency List Templates as well as in your Deficiency List Configuration Settings. See Edit a Project Level Deficiency List Template and Configure Advanced Settings: Deficiency List.
    • If a default Final Approver has not been set, Procore will automatically list the item's Creator as the Final Approver.

Video

 

View as: Superintendent

Steps

  1. Navigate to your project's Deficiency List tool.
  2. Click Edit next to the item you want to close.
  3. Close the item by choosing one of the following options:
    • Click Close Deficiency List Item  
    • Select 'Closed' from the status drop-down list and click Save.
      Note: If the 'Closed' item is linked to a drawing, the Deficiency List icon will appear gray on the associated drawing.

See Also