Add Notes Entries (Android)

The Notes section allows you to add any additional information relevant to the day. It serves as an ideal place to enter miscellaneous items or issues that do not fit into the other log sections or tools. You can also mark specific notes as issues to generate dedicated reports on them.

• Required User Permissions:

  • To create entries:

    • 'Standard' or 'Admin' level permissions on the project's Daily Log tool.
      OR

  • To create pending entries as a collaborator:

    • 'Read Only' or 'Standard' level permissions on the project's Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permission template. See Create Daily Log Entries as a Collaborator.

• Additional Information

  • Entries made by collaborators are marked as 'pending' until approved by an administrator.

  • You can configure which items are created using the quick create  icon. See Configure Quick Create Settings.

  • This action can be performed offline. Tasks performed offline sync with Procore once a network connection is reestablished.

1. Open the Procore app on an Android mobile device and select a project.
   The Tools screen loads, displaying all tools available for this project.

2. Tap the quick create  icon and select Notes Entry.
   OR
   Tap the Daily Log tool. Tap the create  icon, then select Notes Entry.

3. Tap the fields and enter the information.

   Note: Click the caret icon > to expand and v to collapse the field names and their descriptions below.

   Notes - Field Names and Descriptions

   • Company: Select the company (vendor) name for which you are creating this log entry.

   • Location: Select a location from the dropdown menu. Tap a tiered location to pull up any sub locations. If configured, you can tap Add to add a new location.

   • Notes: Enter any notes that may describe the entry.

   • Attachments: Tap any of the following options to add photo or file attachments to the entry:

     • Camera: Use your mobile device's camera to take a photo that is automatically added to the entry once you exit the camera.

       • To take a photo without mark up:

         1. Tap the shutter to take a photo.

         2. Tap Done to attach it to the entry.

       • To take a photo with mark up:

         1. Tap Markup to take the photo and immediately mark it up.

         2. Tap the shutter to take a photo.

         3. Mark up the photo.
            Note: If you want to save both the original and the marked up photos, mark the Save as New Photo option and tap Save. If you want to only save your marked up photo, clear the Save as New Photo option and tap Overwrite.

         4. Tap Done to attach it to the entry.

       • To take a video:

         1. Tap Video.

         2. Tap the shutter to start the video.

         3. Tap the shutter again to stop the video.

         4. Tap Done to attach it to the entry.

     • Photos: Tap to select photos from your device's gallery or from Procore's Photos tool in the project.

       • To add photos from Procore's Photos tool:

         1. Tap Procore's Photos tool.

         2. Tap the album that contains photos.

         3. Tap the photo(s) you want to attach.

         4. Tap Done to attach photos to the entry.
            Note: You can also tap Create New Album to add a new photo album to the project. However, you must have 'Standard' or 'Admin' permissions on the Daily Log tool to create an album.

       • To add photos from the device:

         1. Tap Photos from Device.

         2. Tap the required photos.

         3. Tap Done to attach the photos to the entry.

     • Files: Tap on a file from your mobile device to automatically attach it to the entry.

    

4. Tap Create.
   The log entry is added.

    Tip

   1. Click Fix Errors to navigate to the first empty required field (if the required fields are empty or blank).
   2. Click Next Field or Previous Field to view other empty fields. Once all required fields are filled, you are able to create or save the form.