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Procore

Create Phone Call Entries

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Objective

To create Phone Call entries in the project's Daily Log tool.

Background

The Phone Calls section tracks calls that have been made and who was involved on the call. This is a good place to track phone calls that occurred that were not quite lengthy or detailed enough to be considered "meetings", but covered topics that should be noted.

Things to Consider

  • Required User Permissions:
    •  'Standard' or 'Admin' permissions on the project's Daily Log tool.

Steps

  1. Navigate to the project's Daily Log tool.
  2. Scroll to the Phone Calls section.
  3. Enter the following information:
    • #: This uneditable field counts the number of entries in a section (e.g. the first entry created will be # 1, and the second entry will be # 2).

    • Call From: Enter the name of the person who called.

    • Call to: Enter the name of the person who received the call.

    • Start: Enter the starting time by selecting the hours and minutes from the drop-down menus.

    • End: Enter the ending time by selecting the hours and minutes from the drop-down menus.

    • Comments: Enter any comments that may help clarify the entry.

  4. Click Create.

 

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