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Procore Support (en-au)

Close a Defect List Item

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Objective 

To close a defect list item once all the work for that item has been accepted.

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.

Video

Steps

  1. Navigate to your project's Defect List tool.
  2. Click Edit next to the item you want to close.
  3. Close the item by choosing one of the following options:
    • Click Close Defect List Item  
    • Select 'Closed' from the Status drop-down list and click Save.
      Note: If the 'Closed' item is linked to a drawing, the Defect List icon will appear gray on the associated drawing.

See Also