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Objective
To close a punch list item using the Procore app on an iOS mobile device.
Background
Closing a punch list item is different from marking it as "Resolved" because it signifies that the Punch Item Manager reviewed and verified that the issue was resolved. While Assignees on a punch list item can mark an item as "Ready for Review," only the Final Approver or an 'Admin' level user can close a punch list item.
Things to Consider
- Required User Permissions:
- 'Standard' or 'Admin' level permissions on the project's Punch List tool.
- A 'Standard' level Creator can only close punch 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 punch 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 Punch Item Manager, that user can perform any action that a regular Punch Item Manager can. They do not have to be the creator of the punch list item. See Configure the Default Punch Item Manager Role and Grant a Standard User Permissions to Act as a Punch List Manager.
- Users with 'Admin level permissions or users who are designated as the Punch Item Manager can close punch items at any time, regardless of status.
- Additional Information:
- A punch list item's Final Approver has the authority to close the item. You can assign a default Final Approver to your Punch List Templates as well as in your Punch List Configuration Settings. See Edit a Project Level Punch List Template and Configure Advanced Settings: Punch List.
- If a default Final Approver has not been set, Procore will automatically list the item's Creator as the Final Approver.
Steps
- Navigate to your project's Punch 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.'