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Procore (en-GB)

Add Snag List Items to a Drawing (iOS)

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Objective

To add snag list items to a drawing in the Drawings tool on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • To add snag list items to a drawing: 
      • 'Read Only' permission or higher on the project's Drawings tool.
        AND
      • 'Standard' or 'Admin' on the project's Snag List tool.
        Note: While 'Standard' level users can create snag list items, they cannot assign a snag item unless they have been granted special permission to act as the Snag Item Manager. 
    • To publish snag list item markups on a drawing:
  • Additional Information:
    • This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
    • If you have 'Standard' or 'Admin' permissions to the Drawings tool and want Procore to automatically publish snag list items you add to drawings in this project, set 'Auto-Publish Snag Pins' to ON. 

Steps

  1. Navigate to the project's Drawings tool on an iOS mobile device.
  2. Tap the drawing you want to add a snag list item to.
  3. Tap the Pin icon-drawing-markup-pin-ios.png icon in the markup toolbar.
  4. Tap the snag icon-drawing-markup-snag-ios.png icon.
  5. Place a snag item pin on the drawing by tapping the area where you want the item to appear.
  6. After the snag item has been placed, choose from the following options: 
    • Link an existing item:
      • Tap Link Existing to select an existing snag to add.
      • Select the item to add it to the pin.
    • Create a new snag item:
      • Select a template or tap + Create snag Without a Template.
      • Enter any relevant information needed. See Create a Snag List Item (iOS)
      • Tap Save.
  7. The snag pin displays the number assigned to the snag list item.
    Note: Gray snag pin icons denote a closed snag list item. Orange snag pin items denote an open snag item.
  8. If you have 'Standard' or 'Admin' permissions to the Drawings tool and want to publish the snag markup:
    1. Tap the Select markup tool.
    2. Tap the snag pin and tap Publish.
      Note: If you want Procore to automatically publish any new snag list items you add to drawings in this project, set 'Auto-Publish Snag Pins' to ON.

See Also