残工事項目を終了する (iOS)

目的

iOS 携帯機器で、Procore アプリケーションを使用して残工事項目を終了します。

背景

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. 

考慮すべきこと

  • 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.

ステップ

  1. iOS 携帯機器で Procore アプリケーションを使用して、プロジェクトの [残工事リスト] ツールに移動します。
  2. 終了したい案件をタップします。
  3. [スライドして案件を終了する] を左から右にスワイプします。
    このアクションにより、案件は「終了」としてマークされます。

関連項目

 

If you would like to learn more about Procore's punch list software and how it can help your business, please visit our construction punch list software product page icon-external-link.png.