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Procore (en-GB)

Send Snag List Items (Android)

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Objective

To email a snag list item using the Procore app on an Android mobile device.

Things to Consider

  • Required User Permissions
    • 'Admin' permissions on the project's Snag List tool.
      Note: 'Read Only' level users cannot be assigned to a snag list list item.
    • 'Standard' permissions on the project's Snag List tool for users who are listed as Default Snag Item Managers in the Snag List configuration settings, see Configure Advance Settings: Snag List
  • Additional Information:
    • The snag list item must have already been created and saved before it can be sent.
    • You can choose to either have all snag list items emailed simultaneously to all assignees listed on each item or you can choose to email individual snag 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

Review and Send Snag List Items

  1. Navigate to the project's Snag List tool using the Procore app on an Android mobile device.
  2. Tap Ball in Court Items to view items that currently require your action.
    OR
    Tap All Items to view all snag items.
    Note: If there are snag items ready to be sent, there will be a yellow banner above the items.
  3. Tap Review.
    Note: All snag items that are able to be sent will be shown.
  4. If a snag item does not have an Assignee listed, a notice will be posted "Can't Send - Assignees Missing".
    1. Tap the item.
    2. Tap one or more users from the People, Companies, Groups or Recents tabs to select assignee(s).
    3. Tap Done
      Note: The selected assignee(s) will automatically be added to the Assignees field on the snag item.
  5. Tap an item to select or deselect it or tap Select All or Deselect All.
  6. Tap Send Items
    Note: The selected items will immediately be sent and any items that were not selected will be able to be reviewed and sent through the banner again later.

Email Individual Snag List Items 

  1. Navigate to the project's Snag List tool using the Procore app on an Android mobile device.
  2. Tap the snag list item you want to email.
  3. Tap Email.
    email-punch-list-item-android.png
  4. Tap into the following fields to enter the appropriate information:
    • To: Add the user(s) who will receive the email.
    • CC: Add the user(s) you want to copy on the email. Note: As the creator of the email, you will be automatically CCed on the email.
    • BCC: Add any user(s) you want to blind carbon copy on the email.
    • Subject: The subject of the email is automatically populated with "FW: Item: [ #]: [title of item ]". You can edit the subject as necessary.
    • Optional Comments: Add any additional comments that will be visible on the email.
  5. Tap Send.