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Perform Bulk Actions on Deficiency List Items

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Objective

To use the Bulk Actions menu in the  Deficiency List tool to perform bulk edits on a batch of deficiency items. 

Background

The Bulk Actions menu in the Deficiency List tool lets you perform the same action on a batch of deficiency items. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the project's Deficiency List tool.

Steps

Choose from these options in the Bulk Actions menu.

Use Bulk Actions > Edit in the Deficiency List Tool

  1. Navigate to the project's Deficiency List tool.
  2. Locate the deficiency list items that you want to modify and then:
    • To select all of the deficiency items in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the deficiency items in the list, mark the check box to the left of each desired deficiency list item. 
  3. Choose Bulk Actions > Edit . 
    Note: The Bulk Actions menu is supported in the My Items, All Items, and Recycle Bin views. 
  4. Edit these fields as you want for the selected deficiency list items:
    • Title. Edit the title for the selected items. 
    • Type. Select the type for the selected items from the drop-down list. 
    • Priority. Select the priority for the selected items from the drop-down list. 
    • Trade. Select the trade associated with the item from the drop-down list. 
    • Add an Assignee. Select an assignee to the Assignee Name field on the selected items. 
      Note: If a deficiency item has multiple assignees, you can remove all of the assignees by selecting Clear all Assignees from the list box and clicking Update.
    • Due Date. Set a due date for the selected items.
    • Deficiency Manager. Select the person on your team who is responsible for overseeing the resolution of the selected items.
    • Final Approver. Designate the final approver for the selected items. 
    • Location. Edit the location of the selected items. 
    • Reference. Edit the reference for the selected items.  
  5. Click Update.

Use Bulk Actions > Delete Deficiency List Items

  1. Navigate to the project's Deficiency List tool.
  2. Locate the deficiency list items that you want to modify and then:
    • To select all of the deficiency items in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the deficiency items in the list, mark the check box to the left of each desired deficiency list item. 
  3. Choose Bulk Actions > Delete. 
  4. Ensure a checkmark appears next the wanted items. Then click Delete. 

Use Bulk Actions > Retrieve Deficiency List Items

  1. Navigate to the project's Deficiency List tool.
  2. Click Recycled Items.
    Note: The Retrieve menu option is the only option available in the Recycled Items tab.
  3. Locate the deficiency list items that you want to modify and then:
    • To select all of the deficiency items in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the deficiency items in the list, mark the check box to the left of each desired deficiency list item. 
  4. Choose Bulk Actions > Retrieve. 
  5. Ensure a checkmark appears next to the wanted items. Then click Retrieve. 

Use Bulk Actions > Close in the Deficiency List Tool

  1. Navigate to the project's Deficiency List tool.
  2. Locate the deficiency list items that you want to modify and then:
    • To select all of the deficiency items in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the deficiency items in the list, mark the check box to the left of each desired deficiency list item. 
  3. Choose Bulk Actions > Close.
  4. Ensure a checkmark appears next the wanted items. Then click Close. 

Use Bulk Actions > Reopen Deficiency List Items

  1. Navigate to the project's Deficiency List tool.
  2. Select Status from the Add Filter menu. Then select Closed from the secondary drop-down list.  
  3. Locate the deficiency list items that you want to modify and then:
    • To select all of the closed deficiency items in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the closed deficiency items in the list, mark the check box to the left of each desired deficiency list item. 
  4. Choose Bulk Actions > Reopen. 
  5. Ensure a checkmark appears next the wanted items. Then click Reopen. 

 

If you would like to learn more about Procore's punch list software and how it can help your business, please visit our construction punch list software product page icon-external-link.png.