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Perform Bulk Actions on Snag List Items

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Objective

To use the Bulk Actions menu in the  Snag List tool to perform bulk edits on a batch of snag items. 

Background

The Bulk Actions menu in the Snag List tool lets you perform the same action on a batch of snag items. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the project's Snag List tool.

Steps

Choose from these options in the Bulk Actions menu.

Use Bulk Actions > Edit in the Snag List Tool

  1. Navigate to the project's Snag List tool.
  2. Locate the snag list items that you want to modify and then:
    • To select all of the snag items in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the snag items in the list, mark the check box to the left of each desired snag list item. 
  3. Choose Bulk Actions > Edit . 
    Note: The Bulk Actions menu is supported in the My Items, All Items, and Recycle Bin views. 
  4. Edit these fields as you want for the selected snag list items:
    • Title. Edit the title for the selected items. 
    • Type. Select the type for the selected items from the drop-down list. 
    • Priority. Select the priority for the selected items from the drop-down list. 
    • Trade. Select the trade associated with the item from the drop-down list. 
    • Add an Assignee. Select an assignee to the Assignee Name field on the selected items. 
      Note: If a snag item has multiple assignees, you can remove all of the assignees by selecting Clear all Assignees from the list box and clicking Update.
    • Due Date. Set a due date for the selected items.
    • Snag Manager. Select the person on your team who is responsible for overseeing the resolution of the selected items.
    • Final Approver. Designate the final approver for the selected items. 
    • Location. Edit the location of the selected items. 
    • Reference. Edit the reference for the selected items.  
  5. Click Update.

Use Bulk Actions > Delete Snag List Items

  1. Navigate to the project's Snag List tool.
  2. Locate the snag list items that you want to modify and then:
    • To select all of the snag items in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the snag items in the list, mark the check box to the left of each desired snag list item. 
  3. Choose Bulk Actions > Delete
  4. Ensure a tick appears next the wanted items. Then click Delete

Use Bulk Actions > Retrieve Snag List Items

  1. Navigate to the project's Snag List tool.
  2. Click Recycled Items.
    Note: The Retrieve menu option is the only option available in the Recycled Items tab.
  3. Locate the snag list items that you want to modify and then:
    • To select all of the snag items in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the snag items in the list, mark the check box to the left of each desired snag list item. 
  4. Choose Bulk Actions > Retrieve
  5. Ensure a tick appears next to the wanted items. Then click Retrieve

Use Bulk Actions > Close in the Snag List Tool

  1. Navigate to the project's Snag List tool.
  2. Locate the snag list items that you want to modify and then:
    • To select all of the snag items in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the snag items in the list, mark the check box to the left of each desired snag list item. 
  3. Choose Bulk Actions > Close.
  4. Ensure a tick appears next the wanted items. Then click Close

Use Bulk Actions > Reopen Snag List Items

  1. Navigate to the project's Snag List tool.
  2. Select Status from the Add Filter menu. Then select Closed from the secondary drop-down list.  
  3. Locate the snag list items that you want to modify and then:
    • To select all of the closed snag items in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the closed snag items in the list, mark the check box to the left of each desired snag list item. 
  4. Choose Bulk Actions > Reopen
  5. Ensure a tick appears next the wanted items. Then click Reopen

 

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.