Add Defect List Items to a Drawing (iOS)
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 level permissions on the project's Drawings tool.
AND - 'Standard' or 'Admin' level permissions 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.
- 'Read Only' permission or higher level permissions on the project's Drawings tool.
- To publish defect list item markups on a drawing:
- 'Standard' or 'Admin' level permissions on the project's Drawings tool. See What is the difference between personal and published drawing markups?
- To add defect list items to a drawing:
Steps
- Open the Procore app on your iOS mobile device.
- Tap the project's Drawings tool.
- Tap the drawing you want to add a defect list item to.
- Tap the Pin icon in the markup toolbar.
- Tap the Defect icon.
- Place a defect item pin on the drawing by tapping the area where you want the item to appear.
- After the defect item has been placed, choose from the following options:
- To link an existing item:
- Tap Link Existing to select an existing defect to add.
- Select the item to add it to the pin.
- To create a new defect item:
- Select a template or tap + Create Defect Without a Template.
- Enter any relevant information needed. See Create a Defect List Item (iOS)
- Tap Save.
- To link an existing item:
- The defect pin displays the number assigned to the defect list item.
Note: Grey defect pin icons denote a closed defect list item. Orange defect pin items denote an open defect item. - If you have 'Standard' or 'Admin' permissions to the Drawings tool and want to publish the defect markup:
- Tap the Select markup tool.
- 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.