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Procore (en-GB)

Create a Snag List Item with Quick Capture (iOS)

Objective

To create snag list items using the Quick Snag feature on the Procore iOS app.

Background

Quick Capture allows you to record short videos of issues on the job site and convert the videos into snag items from an iOS device. While recording a video, you can verbally describe what you are seeing and the audio will be transcribed to automatically populate the snag item's Title and Description fields. You can also say the name of a trade (that already exists in your Procore account) during the recording and Quick Capture will attempt to populate the snag item's Trade field.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Snag List tool.
      Note: While 'Standard' level users can create snag list items, they cannot assign a snag list item unless they have been granted special permission to act as the Snag Item Manager. 
      • 'Admin' level users have complete control of snag 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 listed as an assignee on the snag list item.
        Note: 'Standard' level users can only list a Snag Item Manager as the assignee on a snag list item.
      • 'Read Only' level users cannot be assigned a snag list item.
  • Additional Information:
    • Snag list items can be assigned to multiple persons.
    • You will only be able to assign a snag list 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.
    • 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. 
    • Snag list item types cannot be created when creating a snag list 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 snag list item. See Configure Advanced Settings: Snag List.
    • Quick Capture does not require an internet connection when you are recording snag items. You will need a mobile or Wi-fi network connection in order to send the new snag items to the snag list in the project's Snag List tool.
    • You can also create quick capture snag items from the Drawings tool in iOS. See Create Snag List Items with Quick Capture from a Drawing (iOS).

Prerequisites

  • Your iOS device must be configured to allow the Procore app to access the device's 'Camera', 'Microphone' and 'Speech Recognition' features. When you open Quick Capture for the first time, the Procore app will automatically prompt you to allow it to access these features. If you denied the Procore app's access to these features, see Apple's Control Access to Hardware Features on iPhone icon-external-link.png for more information about manually configuring these features.
  • Your iOS device must have the 'Dictation' feature enabled. See Apple's Dictate Text on iPhone icon-external-link.png.

Steps

  1. Navigate to the Snag List tool using the Procore app on an iOS mobile device.
  2. Tap the Add icon-plus-quick-create-mobile2.png icon and then tap Quick Capture: Snag.
     Tip
    The in-app user guide will load automatically the first time you use Quick Capture. After this, tap the information icon-info-with-bkgd-android.svg icon to review the in-app user guide again as needed.
  3. Optional: Tap the Location  icon to choose a location for the snag item(s) you want to create with Quick Capture and then tap Save. You can change the location later if necessary when reviewing the snag items.
  4. Optional: Tap the Drawing  icon to choose a drawing for the snag item(s) you want to create with Quick Capture and then tap Save. You can the drawing later if necessary when reviewing the snag items.
  5. Optional: Tap the Defaults  icon to save default settings that will be automatically added to your snages. Make your selections and then tap Save.
    Notes:
    These settings are be saved for all future snag items that you create with Quick Capture, but you can change the selections later when reviewing the snag items.
    Once the default settings are saved, the icon colour changes to yellow, with a number representing how many default settings are saved.
    • Assignees. Select one or more users to assign to the snag item. Users need 'Read Only' level permissions or higher on the project's Snag List tool to be added as an Assignee.
    • Type. Select a snag item type to associate with the snag item. Type selections are managed in the Procore web application in the project's Snag List tool. See Create Snag Item Types.
    • Snag Item Manager: This field is populated with the project's Default Snag Item Manager (or with your name if no Default Snag Item Manager was configured and you have the required permissions). Tap the field to select a different Snag Item Manager for the snag item if necessary.
    • Final Approver: This field is populated with the project's Default Final Approver (or with your name if no Default Final Approver was configured). Tap the field to select a different Final Approver for the snag item if necessary.
  6. Optional: On supported devices, tap the flashlight icon-flashlight.png icon to turn on your device's flashlight for the duration of your recording.
  7. Tap the record snag item  button to begin recording a snag item.
    Note: Each recording can be a maximum of 60 seconds long.
  8. While recording, describe the snag item out loud.
  9. Tap the record snag item  button again to finish recording.
  10. Repeat steps 3-7 for each snag item you want to create using Quick Capture.
  11. When you are done recording snag items, tap Review [#] Items.
  12. In the Quick Capture Items menu, tap the snag item you want to send to the snag list in the project's Snag List tool.
  13. On the Create Snag Item screen, review or update the information in the following fields:
    Note: The list of required fields may differ than what you would see when manually inputting a snag item. See How does data entry differ between snag items created with manual input and snag items created with Quick Capture?
    • Title: This field is populated with the first words from the recorded audio. Tap the text box to make any changes.
      Note: This field will show the first 255 characters.
    • Description: This is populated with the entirety of the recorded audio. Tap the text box to make any changes.
    • Location: This field is populated with the location selected prior to the snag item's recording. If you want to change the location (or you did not select one before), tap the field to open the locations menu and select a location to associate with the snag item.
    • Linked Drawing: This field is populated with the drawing selected prior to the snag item's recording. If you want to change the linked drawing (or you did not select one before), tap the field to open the drawing area menu and add a pin to the drawing to associate with the snag item.
    • Trade: This is populated with the trade that you said during the snag item's recording (if you said the name of a trade that already exists in your Procore account). If you want to change the trade (or you did not select one before), tap the field to select a trade to associate with the snag item.
      Note: Trade selections are managed in the Procore web application in the Company level Admin tool. See Add a Custom Trade.
    • Assignees: Tap this field to select one or more users to assign to the snag item. Users need 'Read Only' level permissions or higher on the project's Snag List tool to be added as an Assignee.
      Note: If you select a trade and add one or more users as assignees on a snag item, the Assignees field on a new snag item with the same trade will automatically populate with the same users. You can tap the Assignees field on the new snag item to change the users added as assignees if necessary.
      Note: If Assignees were set in your default settings, those assignees will automatically be added to the snag item.
    • Type: Tap this field to select a snag item type to associate with the snag item. Type selections are managed in the Procore web application in the project's Snag List tool. See Create Snag Item Types.
      Note: If Type was set in your default settings, that Type will automatically be added to the snag item.
    • Snag Item Manager: This field is populated with the project's Default Snag Item Manager (or with your name if no Default Snag Item Manager was configured and you have the required permissions). Tap the field to select a different Snag Item Manager for the snag item if necessary.
    • Final Approver: This field is populated with the project's Default Final Approver (or with your name if no Default Final Approver was configured). Tap the field to select a different Final Approver for the snag item if necessary.
  14. Tap Send to Snag to send the snag item to the project's Snag List tool.
    Note: The snag item is only created after you tap Send to Snag.
  15. Repeat steps 9-12 for each snag item that you want to create.
  16. Tap the back arrow < to return to the Snag List tool.