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Close a Snag List Item

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Objective 

To close a snag list item once all the work for that item has been accepted.

Background 

Closing a snag list item is different from marking it as "Resolved" because it signifies that the Snag Item Manager reviewed and verified that the issue was resolved. While Assignees on a snag list item can mark an item as "Ready for Review," only the Final Approver or an 'Admin' level user can close a snag list item. 

Things to Consider 

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Snag List tool.
      • A 'Standard' level Creator can only close snag list items that they have created when the item's status is in 'Draft,' and  'In Dispute.' 
      • A 'Standard' level Final Approver can only close punch list items when the item's status is marked as 'Ready to Close.'
        Note: If a user with 'Standard' level permissions is designated as a Punch Item Manager, that user can perform any action that a regular Punch Item Manager can. They do not have to be the creator of the punch list item. See Configure the Default Punch Item Manager Role and Grant a Standard User Permissions to Act as a Punch List Manager.
  • Additional Information:
    • A punch list item's Final Approver has the authority to close the item. You can assign a default Final Approver to your Punch List Templates as well as in your Punch List Configuration Settings. See Edit a Project Level Punch List Template and Configure Advanced Settings: Punch List.
      • If a default Final Approver has not been set, Procore will automatically list the item's Creator as the Final Approver.

Video

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Steps

  1. Navigate to your project's Snag List tool.
  2. Click Edit next to the item you want to close.
  3. Close the item by choosing one of the following options:
    • Click Close Snag List Item  
    • Select 'Closed' from the Status drop-down list and click Save.
      Note: If the 'Closed' item is linked to a drawing, the Snag List icon will appear grey on the associated drawing.