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Procore

Add Visitor Entries (iOS)

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

Objective

To add Visitor entries from an iOS mobile device.

Things to Consider

Steps

  1. Open the Procore app on an iOS mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the date you want to create a new entry for.
  3. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Visitor Entry.
    OR
    Tap the Daily Log tool and tap Visitors. Then tap the create icon-plus-quick-create-mobile2.png icon. 
  4. Tap into the following fields to enter information:
    • Visitor: Enter the visitor's name.
      Note: If you enter the name of a visitor that does not exist in the project’s Directory tool, you can still add the name to the entry by tapping the Use Search Text... link.
    • Attachments: Tap on the following options to add photo or file attachments to the entry:

      • Camera: Use your mobile device's camera to take a photo that is automatically added to the entry once you exit the camera. Or, before exiting, tap the photo to mark it up. 
      • Photos: Select photos from your device's library. Adding multiple photos adds them directly to the entry, or adding one photo gives the option to mark it up before saving it to the entry. 
      • Files: Select a saved file from your mobile device to add it to the entry. 
    • Start Time: Tap the Start Time field. Enter the starting time by selecting the hours and minutes from the menus.

    • End Time: Tap the End Time field. Enter the starting time by selecting the hours and minutes from the menus.

    • Description: Tap the Description field. Enter a description that may be needed to describe the entry.

  5. Tap Create.