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Procore

Create Notes Entries

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Objective

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

Background

The Notes section tracks any additional issues that occurred throughout the day. This is a good place to enter miscellaneous items that don't necessarily fit in any of the other sections or tools provided. Tag notes as issues and run dedicated reports on them.

Things to Consider

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

Steps

  1. Navigate to the project's Daily Log tool.
  2. Scroll to the Notes section.
  3. Enter the following information:
    • Issue?: Mark this checkbox if the note being added is an issue affecting the project.

    • LocationSelect or enter a location from the Location drop-down menu.
      Note: You have the option to select an existing location from the list, or you can add a multi-tiered location to an item.

    • Comments: Enter any comments that may be needed to further describe the entry.

    • Attachments: Attach any additional files to the entry. Click Attach File(s) to select a file from your computer, or drag-and-drop the file from your computer to the gray area designated by Drag and Drop your File(s). Once you save your item, users will be able to click the attachment and view the attachment in Procore's document viewer.

  4. Click Create.

 

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