The Visitors section lets you track anyone who visits the site (for example, owner, union representative, salesperson, sales agent, and customers) and record a description of their visit.
Required User Permissions:
To create entries:
'Standard' or 'Admin' level permissions on the project's Daily Log tool.
To create pending entries as a collaborator:
'Read Only' or 'Standard' permissions to the Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permissions template.
See Create Daily Log Entries as a Collaborator.
This action can be performed offline. Tasks performed offline sync with Procore once a network connection is reestablished.
Additional Information:
You can create custom fields for the Visitors log on the project's Daily Log tool.
See Create New Custom Fields.
You can configure which items are created using the quick create
icon. To learn more, see Configure Quick Create Settings.
Open the Procore app on an Android mobile device and select a project.
The Tools screen loads, displaying all tools available for this project.
Tap the quick create
icon and select Visitor Entry.
OR
Tap the Daily Log tool. Tap the create
icon, then tap Visitor Entry.
Tap into the following fields to enter the relevant information.
Note: Click the caret icon > to expand and v to collapse the field names and their descriptions below.
Visitors - Field Names and Descriptions
Company: Select the company name for which you are creating this log entry.
Visitor: Enter the visitor's name.
Start Time: Enter the starting time by selecting the hours and minutes from the menus.
End Time: Enter the starting time by selecting the hours and minutes from the menus.
Location: Enter the exact location visited.
Comments: Enter any comments or additional information that further describes the entry (if required).
Tap Create.
The log entry is created or added.