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Procore

Add Phone Calls Entries (iOS)

 Also available on  android-gray-icon.jpg  web-gray-icon.jpg

Objective

To add an entry to the Phone Calls section of the Daily Log using the Procore app on an iOS mobile device.

Things to Consider

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

Steps

  1. Navigate to the project's Daily Log tool using the Procore app on an iOS mobile device.
  2. Select the date you want to add a log entry for.
  3. Tap Phone Calls.
  4. Tap icon-plus-quick-create-mobile2.png to create a new entry.
  5. Tap into the following fields to enter information:
    • Call From: Select or enter the name of the person who called.
      • If the person has a user profile in the project, tap the name of the person to add them to the entry.
        OR
      • If the person is not listed:
        1. Type the name of the person.
        2. Tap the Use search text... link to add the contact's name to the entry.
          phone-calls-use-text.png
    • Call To: Select or enter the name of the person who received the call.
      • If the person has a user profile in the project, tap the name of the person to add them to the entry.
        OR
      • If the person is not listed:
        1. Type the name of the person.
        2. Tap the Use search text... link to add the contact's name to the entry.
          phone-calls-use-text.png
    • Start Time: Select the hours and minutes from the menus.
    • End Time: Select the hours and minutes from the menus.
    • Description: Describe the call or entry as needed. 
  6. Tap Save.