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Procore

Email Deficiency Items to Any User

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Objective

To email deficiency list items to any user to provide visibility.

Things to Consider

  • Required User Permissions: 
    • 'Admin' permissions on the project's Deficiency List tool.
      Note: 'Read Only' level users cannot be assigned to a deficiency list 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 have already been created and saved before it can be sent.

Steps

  1. Navigate to your project's Deficiency List tool.
  2. Click View next to the item you want to email.
  3. Click the Email tab under the deficiency list item's title.
  4. Click New Email.
  5. Enter the relevant information into the email template. 
  6. Click Send.
    ​​​​​​Note: The individual included in the 'To' field will receive an email alerting them of the item and its details.