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View Defect List Items

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Objective

To view a defect list item's information. 

Background

Defect items are project-specific and will be listed in the project's Defect List tool. 

Things to Consider

  • Required User Permissions:
    • To view non-private defect list items, ‘Read Only’ and above on the project’s Defect List tool. 
      Note: 'Standard' and 'Read Only' users can only view these items after they have been sent to the Assignee.
    • To view private defect list items, you must meet one of the following requirements:
      • 'Admin' on project's Defect List tool. 
      • 'Standard' level users can view Private defect list items if you are:
        • The item's Creator.
        • An Assignee on the Defect List Item.
        • A member of the item’s distribution list.
        • Granted permission to act as Defect Item Manager and you are listed as the Item’s Defect Item Manager.
      • To view private and non-private Defect List items assigned to colleagues within that user's same company:
  • Additional Information:
    • The Defect List default view is set to only show your open defect list items.

Steps

  1. Navigate to the project's Defect List tool. 
  2. Locate the defect item to work with and click View.
  3. Click one of the following tabs:

General

This tab displays general information about the defect list item, including:

  • Item Information: This section provides an overview of the defect list item's details.
  • Item Workflow: This section displays the item's progress as well as the item's Creator, defect Manager and Ball in Court.
  • Assignee Responses: This section registers all Assignee responses, comments and attachments related to the item.
  • Activity: This section provides a detailed historical record of all modifications made to the defect list item.

Comments

View any comments associated with the defect list item. See Add Comments to Defect List Items.

Related Items

View and add related items to the defect list item from the Related Items tab. If the related item is an item in Procore (observation, RFI and so on.) you will be able to view the item and all its information by clicking on the link in the "Description" column. To add a related item, click Edit.

Emails

Manage any emails related to this defect list item from this tab. Each defect list item has a unique email address (for example, procore-1234abcd@procoretech.com) that can be used to send an email from your personal email client into Procore. For example, you might have an email thread in your personal email account that should be logged in Procore. In such cases, you might want to import that thread into Procore by simply forwarding an email to the related defect list item's unique email address. See Email Defect Items to Any User.

Change History

This tab shows a history log that summarises all of the changes made to the defect list item throughout its lifecycle. The full change history in the Change History tab is only visible to users with 'Admin' level permissions to the Defect List tool. 'Read-only' users can see how many changes were made to the tool, but they cannot view details about the actions performed.