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Procore (en-GB)

Notify Assignees of Snag Items (iOS)

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Objective

To notify users of snag items that are assigned to them from your iOS mobile device.

Things to Consider

  • Required User Permissions: 
    • 'Admin' level permissions on the project's Snag List tool.
      Note: 'Read Only' users cannot be assigned a snag 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 already be created and saved before you can email it.
    • Snag items must have an assignee in order to send the notification.
    • You can automatically send notifications to additional users when 'Item Sent to Assignees (Work Required)' is configured in Advanced Settings. See Configure Advance Settings: Snag List
    • You can send snag list items in bulk using the Review function or you can email snag items individually.
    • Once an initial email notification has been sent, selected Assignees will receive daily notifications of overdue items via email; email notifications will end after 45 days.

Steps

  1. Navigate to the project's Snag List tool on your iOS mobile device.
  2. Tap Action required by to view items that currently require your action.
    OR
    Tap All to view all snag items.
  3. If there are snag items ready to be sent, a yellow banner appears above the items.
  4. Tap Review.
    review-punch-list-items-ios.png
  5. If a snag item does not have an Assignee listed, the item is labelled with 'Can't Send - Assignees Missing'.
    1. Tap the snag item.
    2. Tap the names of one or more users from the Contacts, Companies or Groups tabs that you want to add.
    3. Tap Done
      Note: After tapping done, the selected assignee(s) is automatically added to the Assignees field on the snag item.
  6. Tap an item to select or deselect it or tap Select All or Deselect All.
    send-punch-list-items-ios.png
  7. Tap Send.
    Note: An email notification is sent to the Assignees listed on each item, as well as any other users configured in Advanced Settings.
If you would like to learn more about Procore's snag list software and how it can help your business, please visit our construction snag list software product page icon-external-link.png.