Create a Defect List Item with Quick Capture (iOS)

Objective

To create defect list items using the Quick Defect feature on the Procore iOS app.

Background

Quick Capture allows you to record short videos of issues on the worksite and convert the videos into defect items from an iOS device. While recording a video, you can verbally describe what you are seeing and the audio will be transcribed to automatically populate the defect item's Title and Description fields. You can also say the name of a trade (that already exists in your Procore account) during the recording and Quick Capture will attempt to populate the defect item's Trade field.

Things to Consider

• • Quick Capture does not require an internet connection when you are recording defect items. You will need a mobile or Wi-fi network connection in order to send the new defect items to the defect list in the project's Defect List tool.
  • You can also create quick capture defect items from the Drawings tool in iOS. See Create Defect List Items with Quick Capture from a Drawing (iOS).
  • You can configure what items are created with the quick create  icon, see Configure Quick Create Settings.

Prerequisites

• Your iOS device must be configured to allow the Procore app to access the device's 'Camera', 'Microphone' and 'Speech Recognition' features. When you open Quick Capture for the first time, the Procore app will automatically prompt you to allow it to access these features. If you denied the Procore app's access to these features, see Apple's Control Access to Hardware Features on iPhone  for more information about manually configuring these features.
• Your iOS device must have the 'Dictation' feature enabled. See Apple's Dictate Text on iPhone .
• Add the Incidents Tool to the Project Tools menu in the Procore web app. See Add and Remove Project Tools.

  Steps

  1. Open the Procore app on an iOS mobile device and select a project.
     Note: This loads the Tools screen for the project.
  2. Tap the quick create  icon and select Quick Capture: Defect.
     OR
     Tap the Defect List tool. Tap the create  icon, then tap Quick Capture.

      Tip

     The in-app user guide will load automatically the first time you use Quick Capture. After this, tap the information  icon to review the in-app user guide again as needed.
  3. Optional: Tap the Location  icon to choose a location for the defect item(s) you want to create with Quick Capture and then tap Save. You can change the location later if necessary when reviewing the defect items.
  4. Optional: Tap the Drawing  icon to choose a drawing for the defect item(s) you want to create with Quick Capture and then tap Save. You can the drawing later if necessary when reviewing the defect items.
  5. Optional: Tap the Defaults  icon to save default settings that will be automatically added to your defectes. Make your selections and then tap Save.
     Notes:
     These settings are be saved for all future defect items that you create with Quick Capture, but you can change the selections later when reviewing the defect items.
     Once the default settings are saved, the icon colour changes to yellow, with a number representing how many default settings are saved.
     • Assignees: Select one or more users to assign to the defect item. Users need 'Read Only' level permissions or higher on the project's Defect List tool to be added as an Assignee.
     • Type: Select a defect item type to associate with the defect item. Type selections are managed in the Procore web application in the project's Defect List tool. See Create Defect Item Types.
     • Defect Item Manager: This field is populated with the project's Default Defect Item Manager (or with your name if no Default Defect Item Manager was configured and you have the required permissions). Tap the field to select a different Defect Item Manager for the defect item if necessary.
     • Final Approver: This field is populated with the project's Default Final Approver (or with your name if no Default Final Approver was configured). Tap the field to select a different Final Approver for the defect item if necessary.
  6. Optional: On supported devices, tap the flashlight  icon to turn on your device's flashlight for the duration of your recording.
  7. Tap the record defect item  button to begin recording a defect item.
     Note: Each recording can be a maximum of 60 seconds long.
  8. While recording, describe the defect item out loud.
  9. Tap the record defect item  button again to finish recording.
  10. Repeat steps 3-7 for each defect item you want to create using Quick Capture.
  11. When you are done recording defect items, tap Review [#] Items.
  12. In the Quick Capture Items menu, tap the defect item you want to send to the defect list in the project's Defect List tool.
  13. On the Create Defect Item screen, review or update the information in the following fields:
      Note: The list of required fields may differ than what you would see when manually inputting a defect item. See How does data entry differ between defect items created with manual input and defect items created with Quick Capture?
      • Title: This field is populated with the first words from the recorded audio. Tap the text box to make any changes.
        Note: This field will show the first 255 characters.
      • Description: This is populated with the entirety of the recorded audio. Tap the text box to make any changes.
      • Location: This field is populated with the location selected prior to the defect item's recording. If you want to change the location (or you did not select one before), tap the field to open the locations menu and select a location to associate with the defect item.
      • Linked Drawing: This field is populated with the drawing selected prior to the defect item's recording. If you want to change the linked drawing (or you did not select one before), tap the field to open the drawing area menu and add a pin to the drawing to associate with the defect item.
      • Trade: This is populated with the trade that you said during the defect item's recording (if you said the name of a trade that already exists in your Procore account). If you want to change the trade (or you did not select one before), tap the field to select a trade to associate with the defect item.
        Note: Trade selections are managed in the Procore web application in the Company level Admin tool. See Add a Custom Trade.
      • Assignees: Tap this field to select one or more users to assign to the defect item. Users need 'Read Only' level permissions or higher on the project's Defect List tool to be added as an Assignee.
        Note: If you select a trade and add one or more users as assignees on a defect item, the Assignees field on a new defect item with the same trade will automatically populate with the same users. You can tap the Assignees field on the new defect item to change the users added as assignees if necessary.
        Note: If Assignees were set in your default settings, those assignees will automatically be added to the defect item.
      • Type: Tap this field to select a defect item type to associate with the defect item. Type selections are managed in the Procore web application in the project's Defect List tool. See Create Defect Item Types.
        Note: If Type was set in your default settings, that Type will automatically be added to the defect item.
      • Defect Item Manager: This field is populated with the project's Default Defect Item Manager (or with your name if no Default Defect Item Manager was configured and you have the required permissions). Tap the field to select a different Defect Item Manager for the defect item if necessary.
      • Final Approver: This field is populated with the project's Default Final Approver (or with your name if no Default Final Approver was configured). Tap the field to select a different Final Approver for the defect item if necessary.
  14. Tap Send to Defect to send the defect item to the project's Defect List tool.
      Note: The defect item is only created after you tap Send to Defect.
  15. Repeat steps 9-12 for each defect item that you want to create.
  16. Tap the back arrow < to return to the Defect List tool.

  Next Steps

  • Respond to a Defect List Item (iOS)

  See Also

  • Create a Defect List Item (iOS)
  • Create Defect List Items with Quick Capture from a Drawing (iOS)
  • How do I disable Quick Capture for iOS?