Create Punch List Items with Quick Capture from a Drawing (iOS)

• Required User Permissions:

  • 'Read Only' level permissions or higher on the project's Drawings tool.
    AND

  • 'Standard' level permissions or higher on the project's Punch List tool.

To configure which items are created using the quick create icon, see Configure Quick Create Settings.

1. Open the Procore app on an iOS mobile device.

2. Tap the project's Drawings tool.

3. Tap the drawing that you want to add a punch list item to.

4. Tap the Pin icon in the markup toolbar.

5. Tap the Quick icon to add a Quick Capture pin

6. Place the pin on the drawing by tapping the area where you want the item to appear.
   Note: You can move the pin by tapping the pin. Once the dotted line appears around the pin, you can move it by dragging it to the desired location.

7. Select Punch List from the main screen or the drop-down list.
   Note: If the drawing has existing punch items, Quick Capture will default to Punch List.

8. Tap the record punch item button to begin recording a punch item.
   Note: Each recording can be a maximum of 60 seconds long.

9. While recording, describe the punch item out loud.

10. Tap the record punch item button again to finish recording.

11. Repeat steps 5-9 for each punch item you want to create using Quick Capture.

12. Tap Review [#] Item(s) to open the Quick Capture Items menu.
    Note: Alternatively, you can also double tap on the Quick Capture pin that you want to review.

13. Tap the Quick Capture item that you want to create a punch item from.

14. On the 'Create Punch Item' screen, review or update the information. See Create a Punch List Item with Quick Capture (iOS) for more information.
    Note: The 'Linked Drawing' field cannot be updated.

15. Tap Send to Punch to create the punch item.
    Note: If you are not ready to create the punch item, tap the X to close the 'Quick Capture Items' window without saving any changes. If you created the Quick Capture pin by mistake tap Delete to remove the Quick Capture pin.

16. After the item has been sent to the project's Punch List tool, the pin changes from the Quick icon to the Punch icon.

17. Optional: Tap the pin to perform additional actions on the punch item. See Punch List (iOS) Tutorials for more information.