Skip to main content
Procore

Create Visitor Entries

Also available on    

Objective

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

Background

The Visitors section tracks anyone who visits the site (e.g. owner, union representative, salesperson, sales agent, and customers) and a description of their visit.

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 Visitors 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).

    • Visitor: Enter the visitor's name. Visitors must be added to the Directory tool to be selected in this drop-down menu. See Add a Person to the Project Directory.

    • 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.

 

  • Was this article helpful?