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Create a Punch List Item (Android)

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Objective

To create a punch list item from an Android device. 

Things to Consider

  • Required User Permission: 'Standard' or 'Admin' on the project's Punch List tool.
    • 'Admin' level users have complete control of the punch list items and can edit and update any assignee response.
    • 'Standard' level users can view all responses, but can only update their response if they are an assignee on the punch list item.
    • 'Read-only' level users cannot be assigned a punch list item.
  • Punch items can be assigned to multiple persons.
  • You will only be able to assign a punch item to a user that exists in the project's directory. If an assignee is missing from the list, he/she must first be added to the project directory before the user can become a selectable option in the dropdown picker.
  • Punch item types cannot be created when creating a punch item. Types must be created by an 'Admin' user in the tool's configuration settings before a type can be selected when creating a new punch item. See Configure Advanced Settings: Punch List.

Steps

  1.  Navigate to the Punch List tool on your Android device.
  2. Tap the + icon at the bottom of the screen.
  3. Select from the list of punch item templates, or tap Create Punch Without a Template to create a brand new punch list item.
  4. Fill out the following information:


     
    • Title: If not using a punch list template, provide a descriptive title for the punch list item. The punch list item's title is displayed as the title in the list view.
    • Due Date: Tap the calendar icon to select a date that the task should be completed by.
    • Status: To leave the punch list item as open, leave the status next to Open unmarked. To close the punch list item, tap the circle next to Open. 
    • Trade: Tap the Trade field to choose from trades added to the project. See Add or Delete Trades.
    • Type: Tap the Type field to choose from types added to the project. See Configure Advanced Settings: Punch List to add punch item types.
    • Attachments: Add an attachment to the punch list item by tapping the + icon next to Attachments. Tap one of the following options.
      • Choose from Library
        1. Tap the folder from which you would like to upload a photo.
        2. Tap each photo you would like up upload.
        3. Tap Done.
      • Choose from Procore
        1. Tap the album from the project's Photos tool that has the photo(s) you want to include on the inspection.
        2. Tap one or many photos to include.
        3. Tap OK in the top right.
      • Take photo
        1. Take the photo be positioning your device's camera, then tap the camera icon.
          • Tap the menu overflow icon (three vertical dots) to see the following options.
            • Tap the geotag button to turn geotagging off or on.
            • Tap the camera rotate icon to toggle between the front and back camera of your device.
            • Tap the clock icon to to turn time stamps on or off.
        2. Mark up the photo by using the photo markup toolbar, which is similar to the drawings markup toolbar.
        3. Tap Save.
      • Quick Snap
        1. Tap Quick Snap.
        2. Take the photo be positioning your device's camera, then tap the camera icon.
          • Tap the checkmark icon to exit and return to the inspection item.
          • Tap the menu overflow icon (three vertical dots) to see the following options.
            • Tap the geotag button to turn geotagging off or on.
            • Tap the camera rotate icon to toggle between the front and back camera of your device.
            • Tap the clock icon to to turn time stamps on or off.
    • Location: Use the location drop-down menu to select a location that the item impacts. Either select from the predefined locations, or Add a Multi-tiered Location to an Item. This location may be as general as the site location at the first tier, or as specific as where on the site the contractor will be working at the second tier. You can add a punch list item to a drawing to indicate the exact location of the punch list item.
      • You may also scan a location's QR code to enter a location. Tap the QR button in the top right. Point the camera of your device to the QR code to scan it. Procore will scan it automatically and add the location to the inspection.
    • Assignees: If the template doesn't have a a default assignee, or if you aren't using a template, select the subcontractor or related contact from your directory that you would like to assign the punch list item to. They will need to have 'Admin' or 'Standard' level permissions to see the punch list item and receive the email notification. 
    • Type: Punch item types help categorize items into related areas or divisions. Select the appropriate type for the punch item.
      (Note: Users with 'Admin' permission on the Punch list can create punch item types from their computers. SeeConfigure Advanced Settings: Punch List).
    • Trade: f the template doesn't have a a default assignee, or if you aren't using a template, select the applicable trade from the drop-down menu. Trades are configured from your computer at the Company level. See Add or Delete Trades.
    • Description: Enter a more detailed description of the punch list item, such as the specific issue and how it can be fixed.
    • Save and Create New: Tap this option so when you save the punch list item, you can immediately create a new one.
  5. Tap Save.
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Last modified
15:17, 13 Oct 2016

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