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Procore

Search and Filter the Deficiency List

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Objective

To search for an item in the Deficiency List tool. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Deficiency List tool.
  • Additional Information:
    • Any search or filter parameters that you applied will remain until you reset them.
    • The search tool respects any selected filter parameters and will only search for items within the filtered results.

Steps

To Search for Deficiency List Items
  1. Navigate to the project's Deficiency List tool.
  2. Click into the Search bar and Enter a word or phrase in the Search bar. The following fields are searched for the specified keyword terms:
    • Number
    • Title
    • Reference
    • Description
    • Type
    • Assignee Company
    • Assignee Name
    • Location
  3. Click Search.
To Filter Deficiency List Items
  1. Click the "Add Filter" drop-down menu. and choose from the options in the drop-down menu.
    filter-punch-list.png
  2. The following filters can be applied and combined with each other to narrow down results.