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Objective
To close a defect list item using the Procore app on an iOS mobile device.
Background
Closing a defect list item is different from marking it as "Resolved" because it signifies that the Defect Item Manager reviewed and verified that the issue was resolved. While Assignees on a defect list item can mark an item as "Ready for Review," only the Final Approver or an 'Admin' level user can close a defect list item.
Things to Consider
- Required User Permissions:
- 'Standard' or 'Admin' level permissions on the project's Defect List tool.
- A 'Standard' level Creator can only close defect 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 defect 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 Defect Item Manager, that user can perform any action that a regular Defect Item Manager can. They do not have to be the creator of the defect list item. See Configure the Default Defect Item Manager Role and Grant a Standard User Permissions to Act as a Defect List Manager.
- Additional Information:
- A defect list item's Final Approver has the authority to close the item. You can assign a default Final Approver to your Defect List Templates as well as in your Defect List Configuration Settings. See Edit a Project Level Defect List Template and Configure Advanced Settings: Defect List.
- If a default Final Approver has not been set, Procore will automatically list the item's Creator as the Final Approver.
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This asset or item can be viewed or edited in offline mode provided that it was previously viewed and cached on your mobile device.
Steps
- Navigate to your project's Defect List tool using the Procore app on an iOS mobile device.
- Tap the item you want to close.
- Swipe from left to right over Slide to Close Item.
This action marks the item as 'Closed.'