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Procore

Email Punch List Items

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Objective

To email Punch List items.

Things to Consider

  • Required User Permission: 'Admin' level permissions on the project's Punch List tool.
    Note: 'Read-only' level users cannot be assigned to a Punch List list item.
  • The Punch List item must have already been created and saved before it can be emailed.
  • You can choose to either have all Punch List items emailed simultaneously to all assignees listed on each item, or you can choose to email individual Punch List list items separately from one another.
  • Once an initial notification has been sent, selected Assignees will receive daily notifications of overdue items via email; email notifications will end after 45 days. 

Steps

Email all Punch List list items

To send all pending Punch List items, follow the steps below:

  1. Navigate to your project's Punch List tool. ​​​​​
  2. Choose from the following options in the orange banner:
    • Click Send All to send all pending Punch List items. 
    • Click Send Mine to send only the Punch List items you've created.
      Note: The Send Mine button will only appear if there are Punch List items that you created that are ready to be sent.
  3. Once you click Send, the 'Date Notified' column on the list page will update to reflect the current date (i.e. the day you sent the email). This allows you to record and track the date of notification.

Email individual Punch List items

To forward Punch List items to people in your directory who were not included in the item's original distribution, follow the steps below. 

  1. Navigate to your project's Punch List tool.
  2. Click Edit next to the item you want to email.
  3. Click the Email tab under the Punch List item 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.
     

 

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