Notify Assignees of Snag Items (iOS)
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 Punch List tool for users who are listed as Default Punch Item Managers in the Punch List configuration settings, see Configure Advance Settings: Punch List.
- 'Admin' level permissions on the project's Snag List tool.
- 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: Punch 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
- Navigate to the project's Snag List tool on your iOS mobile device.
- Tap Action required by to view items that currently require your action.
OR
Tap All to view all snag items. - If there are snag items ready to be sent, a yellow banner appears above the items.
- Tap Review.
- If a snag item does not have an Assignee listed, the item is labelled with 'Can't Send - Assignees Missing'.
- Tap the snag item.
- Tap the names of one or more users from the Contacts, Companies or Groups tabs that you want to add.
- Tap Done.
Note: After tapping done, the selected assignee(s) is automatically added to the Assignees field on the snag item.
- Tap an item to select or deselect it, or tap Select All or Deselect All.
- 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.