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Add Defect List Items to a Drawing (iOS)

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Objective

To add defect list items to a drawing in the Drawings tool on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • To add defect list items to a drawing: 
      • 'Read Only' permission or higher on the project's Drawings tool.
        AND
      • 'Standard' or 'Admin' on the project's Defect List tool.
        Note: While 'Standard' level users can create defect list items, they cannot assign a defect item unless they have been granted special permission to act as the Defect Item Manager. 
    • To publish defect list item markups on a drawing:
  • Additional Information:
    • This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
    • If you have 'Standard' or 'Admin' permissions to the Drawings tool and want Procore to automatically publish defect list items you add to drawings in this project, set 'Auto-Publish Defect Pins' to ON. 

Steps

  1. Navigate to the project's Drawings tool on an iOS mobile device.
  2. Tap the drawing you want to add a defect list item to.
  3. Tap the Pin icon-drawing-markup-pin-ios.png icon in the markup toolbar.
  4. Tap the Punch icon-drawing-markup-punch-ios.png icon.
  5. Place a punch item pin on the drawing by tapping the area where you want the item to appear.
  6. After the defect item has been placed, choose from the following options: 
    • Link an existing item:
      • Tap Link Existing to select an existing punch to add.
      • Select the item to add it to the pin.
    • Create a new defect item:
  7. The defect pin displays the number assigned to the defect list item.
    Note: Gray defect pin icons denote a closed defect list item. Orange defect pin items denote an open defect item.
  8. If you have 'Standard' or 'Admin' permissions to the Drawings tool and want to publish the punch markup:
    1. Tap the Select markup tool.
    2. Tap the defect pin and tap Publish.
      Note: If you want Procore to automatically publish any new defect list items you add to drawings in this project, set 'Auto-Publish Defect Pins' to ON.

See Also

 

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