Add Visitor Entries (iOS)

Objective

To add Visitor entries from an iOS mobile device.

Things to Consider

• 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' level permissions to the 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:
  • You can create custom fields for the Visitors log on the project's Daily Log tool. See Create New Custom Fields.
  • If you are a collaborator for a project-specific conditions apply. See Create Daily Log Entries as a Collaborator. 
  • You can configure what items are created with the quick create  icon, see Configure Quick Create Settings.

Steps

1. Open the Procore app on an iOS mobile device and select a project.
   Note: This loads the Tools screen for the project.
2. Tap the date you want to create a new entry for.
3. Tap the quick create  icon and select Visitor Entry.
   OR
   Tap the Daily Log tool and tap Visitors. Then tap the create  icon. 
4. Tap into the following fields to enter information:
   • Visitor: Enter the visitor's name.
     Note: If you enter the name of a visitor that does not exist in the project’s Directory tool, you can still add the name to the entry by tapping the Use Search Text... link.

   • Attachments: Tap on 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.
       • Take a photo without mark up.
         1. Tap the shutter to take a photo.
         2. Tap Done to attach it to the entry.
       • Take a photo with mark up.
         1. Tap the mark up  icon to take the photo and immediately mark it up.
         2. Tap the shutter to take a photo.
         3. Mark up the photo.
         4. If you want to save both the original and marked up photo, mark the Save as New Photo option, then tap Save.
            OR
            If you want to only save your marked up photo, clear the Save as New Photo option, then tap Overwrite.
         5. 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.
       • Add from Procore
         1. Tap Procore Photos.
         2. Tap the album.
         3. Tap the photos.
         4. Tap Done to attach it to the entry..
       • Add from Device
         1. Tap Upload Photos.
         2. Tap the photos.
         3. Tap Add to attach it to the entry.
     • Files: Select a saved file from your mobile device to add it to the entry. 
       1. Tap the file to automatically attach it to the entry.  

   • Start Time: Tap the Start Time field. Enter the starting time by selecting the hours and minutes from the menus.

   • End Time: Tap the End Time field. Enter the starting time by selecting the hours and minutes from the menus.

   • Description: Tap the Description field. Enter a description that may be needed to describe the entry.
5. Tap Create.