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Procore

View Snag List Items

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Objective

To view a snag list item's information. 

Background

Snag items are project-specific and will be listed in the project's Snag List tool. 

Things to Consider

  • Required User Permissions:
    • To view non-private snag list items, ‘Read Only’ and above on the project’s Snag List tool. 
      Note: 'Standard' and 'Read Only' users can only view these items after they have been sent to the Assignee.
    • To view private snag list items, you must meet one of the following requirements:
      • 'Admin' on project's Snag List tool. 
      • 'Standard' level users can view Private snag list items if you are:
        • The item's Creator.
        • An Assignee on the Snag List Item.
        • A member of the item’s distribution list.
        • Granted permission to act as Snag Item Manager and  you are listed as the Item’s Snag Item Manager
      • To view private and non-private Snag List items assigned to colleagues within that user's same company same company:
  • Additional Information:
    • The Snag List default view is set to only show your open snag list items.

Steps

  1. Navigate to the project's Snag List tool. 
  2. Locate the snag item to work with and click View.
  3. Click one of the following tabs:

General

This tab displays general information about the snag list item, including:

  • Item Information: This section provides an overview of the snag list item's details.
  • Item Workflow: This section displays the item's progress as well as the item's Creator, snag Manager and Ball in Court.
  • Assignee Responses: This section logs all Assignee responses, comments and attachments related to the item.
  • Activity: This section provides a detailed historical record of all modifications made to the snag list item.

Comments

View any comments associated with the snag list item. See Add Comments to Snag List Items.

Related Items

View and add related items to the snag list item from the Related Items tab. If the related item is an item in Procore (observation, RFI and so on.) you will be able to view the item and all its information by clicking on the link in the "Description" column. To add a related item, click Edit.

Emails

Manage any emails related to this snag list item from this tab. Each snag list item has a unique email address (for example, procore-1234abcd@procoretech.com) that can be used to send an email from your personal email client into Procore. For example, you might have an email thread in your personal email account that should be logged in Procore. In such cases, you might want to import that thread into Procore by simply forwarding an email to the related snag list item's unique email address. See Email Snag Items to Any User.

Change History

This tab shows a history log that summarises all of the changes made to the snag list item throughout its lifecycle. The full change history in the Change History tab is only visible to users with 'Admin' level permissions to the Snag List tool. 'Read-only' users can see how many changes were made to the tool, but they cannot view details about the actions performed.