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Procore

Add Notes Entries (iOS)

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Objective

To add an entry to the Notes Log on an iOS mobile device.

Things to Consider

Steps

  1. Navigate to the Daily Log tool on an iOS mobile device.
  2. Tap the date you want to create a new entry for.
  3. Tap Notes.
  4. Tap + to add a new entry. 
  5. Tap into the following fields to enter information:
    • Comments: Enter any comments that may be needed to further describe the entry.

    • Issue: Tap the toggle to the ON position if the note entry being created is about an issue that affects the project.

    • LocationSelect a location from the menu. Tap a tiered location to pull up any sub locations. Tap Add to add that location. You may also tap QR in the top right to scan a location's QR code if a team member has Generated Location QR Codes for the jobsite.

    • Add Attachments: Tap Add Attachment. Select one of the following:

      • Take photo: This opens the camera application on your mobile device so you can take a photo and directly add it to the entry.
      • Choose from Library: This takes you to the photos in your device's library. You can then select an image to add to the entry.
      • Files: This takes you to saved files available on your mobile device.
  6. Tap Save.
    Note: After your Notes log entry is created, it will have an 'Approved' or 'Pending' badge to indicate its status. If you have 'Admin' permissions to the Daily Log tool, the entry is automatically 'Approved'. If you are a collaborator, the entry will have a 'Pending' status and will need to be approved by an 'Admin' user.
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