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Procore

Resolve a Punch List Item

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Objective

To change the status of a

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Callstack:
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item to unresolved or resolved to indicate whether or not the work on the item has been completed. 

Background

If a user is assigned to a

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item, they will receive an email with a link to that
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Callstack:
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item. Users can then respond to that
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Callstack:
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  item in Procore and mark it as resolved. Although the assignee can mark the
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Callstack:
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item as 'Resolved,' it is up to the user who created the item to mark it as 'Closed'. See Close a Punch List Item

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' level users on the project's
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      tool can only resolve an item if they are listed as the Assignee.
      OR
    • If you have 'Standard' or 'Read Only' permissions on the
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      Callstack:
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      tool and your user account is assigned the 'Resolve
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       Items Assigned to Users Within Same Company' granular permission, you will be able to resolve the item. See Grant Granular Permissions in a Permission Template.
  • A status can also be changed from 'Resolved' to 'Unresolved' and vice versa at any time. 

Steps

Change the Status of Your
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Callstack:
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Item from an Email
  1. Navigate to your email inbox that you have set up to receive emails from Procore.
  2. Open the
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    item notification email.
    Note: If you have multiple
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    items assigned to you within an hour, you will get one email containing the details of multiple items. In that case, you will need to click on the link of each item, or navigate to each item in Procore to respond to them.
  3. Click the link under "
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    Item Details".

    assigned a punch list item email.png
  4. Select the status you want to apply to the 
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    item next to "Response Status." Selecting "Resolved" means that all work on the item has been completed and the assignor can close the item.

  5. Click Submit.
Change the Status of Your
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Item from the Web
  1. Navigate to the project's 
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    tool.
  2. In the "Response Status" column, you can select 'Unresolved' or 'Resolved.' Selecting 'Resolved' means that all work on the item has been completed and is ready for review.
  3. It is recommended that you also click View next to the item and add a response and an image for the GC to review.

    resolve on the web.png

 

 

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