Client/Consultant Procore - Defects/Snag List (Mobile App)

Defects

What is called the Defects tool in the online version of Procore is sometimes called the Snag List in the mobile version. The Defects List and the Snag List are the same thing.

In the main tools page of the app tap into the Snag List tool 

Tap on the + in the bottom right-hand corner of the screen

Tap +Create Snag Without a Template 

In the next page you will enter the details of the Defect/Snag. Items marked with a * are compulsory, the rest of the items are optional 

• Tap the Camera button to take photos of the Defect/Snag
• Tap the Attachments button to link items from other tools e.g. an RFI, any Correspondence, an Incident etc.
  
• When all details are entered, tap Save & Finish
  • This will create the Defect/Snag as a draft

When you have finished your walkthrough and added all the required Defects/Snags you will need to tap into the Defects List/Snag List from the main tools page 

Here you will see your newly created Defect/Snag items listed as Initiated 

• There will also be a yellow alert bar at the top of the page asking you to send the items to the Defect Item Manager
  
• You can do this by tapping into each item, reviewing the information entered and adding details where necessary and then tapping Send in the Action Required bar
  
• If you are confident that you have already entered enough information you can bulk send by tapping Review from the main Defect/Snag list page 
  • From here you can select the items you want to issue and tap Send Items in the bottom right corner of the page 

When the work has been completed, the Defect Item Manager (CBC Site Manager) will review the work and if they accept it you will then receive an email notification telling you that the Defect item is ready to close  

Review the work competed and if it is satisfactory, open the Defect item 

If the work is accepted, tap Close Item at the bottom of the page