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Procore

Add Notes Entries (Android)

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Objective

To add Notes entries on an Android mobile device. 

Things to Consider

  • Required User Permissions:
    • To create entries:
      • 'Standard' or 'Admin' permissions on the project's Daily Log tool.
        OR
    • To create pending entries as a collaborator:
  • Additional Information:
    • Certain fields in the Notes log can be configured as required, optional, or hidden in the Company level Admin tool. See Configure Daily Log Fieldsets
  • This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. 

Steps

  1. Navigate to the Daily Log tool on an Android mobile device.
  2. Tap the date to select the calendar day for which you want to add a new entry.
  3. Tap Notes.
  4. Tap Create New icon-create-new-android.png.
  5. Tap into the following fields to enter the desired information:
    • Issue: By default, the issue button will be set to No. Tap the Issue button if the note being added is about an issue affecting the project.

    • LocationSelect a location from the menu. Tap a tiered location to pull up any sub locations. If configured, you can tap Add to add a new location.

    • Notes: Enter any notes that may describe the entry.

    • Attachments: Tap the Attachments field. Choose one of the following options:

      • Files from Device: Tap to select files from your device's Files. 
        • Tap the file you want to add to the entry.
          Note: This action will attach the item(s).
      • Photos from Device: Tap to select one or more photos from your device's Gallery.
        • Tap the photo(s) you want to add to the entry.
        • Tap Done.
      • Photos from Procore: Tap to select one or more photos from Procore's Photos tool in the project.
        • Tap the album that contains the photo(s) you want to include on the entry.
          OR
          Tap Create New Album to add a new photo album to the project.
          Note: You will need 'Standard' or 'Admin' permissions to the Daily Log tool to create an album.
        • Tap the photo(s) you want to attach.
        • Tap OK.
      • Camera: Tap to capture a new photo or video. 
        • Take a photo by positioning your device's camera, and tapping the circle icon.
          Note
          • Tap the time stamp icon to to turn time stamp on or off.
          • Tap the geotag button to turn geotagging off or on.
            Note: The geotag button will only appear if you have Location Services off, or if you have not accepted location tracking permissions on your device.
          • Tap the video icon to switch to video mode. 
            Note: Videos will only record up to 15 seconds.
          • Tap this microphone icon to turn your device's microphone on or off while in video mode.
          • After you take a photo, you can mark up the photo using the icons on the top of the screen.
        • Tap Save.
        • Tap Done.
  6. Tap Save.

 

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