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Procore (en-CA)

View Deficiency List Items

Objective

To view a deficiency list item's information. 

Background

Deficiency items are project-specific and will be listed in the project's Deficiency List tool. 

Things to Consider

  • Required User Permission
    • To view non-private deficiency list items, ‘Read Only’ and above on the project’s Deficiency List tool. 
      Note: 'Standard' and 'Read Only' users can only view these items after they have been sent to the Assignee.
    • To view private deficiency list items, you must meet one of the following requirements:
      • ‘Admin’ on project’s Deficiency List tool. 
      • ‘Standard’ level users can view Private deficiency list items if you are:
        • The item’s Creator.
        • An Assignee on the Deficiency List Item.
        • A member of the item’s distribution list.
        • Granted permission to act as Deficiency Item Manager and  you are listed as the Item’s Deficiency Item Manager
      • To view private and non-private Deficiency List items assigned to colleagues within that user's same company same company:
  • Additional Items:
    • The Deficiency List default view is set to only show your open deficiency list items.

Steps

  1. Navigate to the project's deficiency list tool. 
  2. Click View next to the item you want to view.
  3. Click one of the following subtabs:

General

General information about the deficiency list item is displayed within the General subtab, including:

  • Item Information: This section provides an overview of the deficiency list item's details.
  • Item Workflow: This section displays the item's progress as well as the item's Creator, Deficiency Manager and Ball in Court.
  • Assignee Responses: This section logs all Assignee responses, comments and attachments related to the item.
  • Activity: This section provides a detailed historical record of all modifications made to the deficiency list item.

Comments

View any comments associated with the deficiency list item. See Add Comments to Deficiency List Items.

Related Items

View and add related items to the deficiency list item from the Related Items subtab. If the related item is an item in Procore (observation, RFI, etc.) you will be able to view the item and all its information by clicking on the link in the "Description" column. To add a related item, click Edit.

Emails

Manage any emails related to this deficiency list item from this subtab. Each deficiency list item has a unique email address (e.g procore-1234abcd@procoretech.com) that can be used to send an email from your personal email client into Procore. For example, you might have an email thread in your personal email account that should be logged in Procore. In such cases, you might want to import that thread into Procore by simply forwarding an email to the related deficiency list item's unique email address. See Email Deficiency List Items.

Change History

This tab shows a history log that summarizes all of the changes made to the deficiency list item throughout its lifecycle. The full change history in the Change History subtab is only visible to users with 'Admin' level permissions to the Deficiency List tool. 'Read-only' users can see how many changes were made to the tool, but they cannot view details about the actions performed.