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Procore

Add Equipment Entries to a Site Diary (Android)

Objective

To add Equipment entries on an Android mobile device. 

Things to Consider

Steps

Create Equipment Entries

 In Beta

This feature is currently in beta.

 Note
Add or create equipment records in the Project's Equipment tool. See Add or Remove Equipment from Projects in the Project level Equipment Tool.
Note: Previously equipment was added and managed added in the Equipment page of the Admin tool.
  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 quick create icon-plus-quick-create-mobile2.png icon and select Equipment Entry.
    OR
    Tap the Site Diary tool and tap Equipment. Then tap the create icon-plus-quick-create-mobile2.png icon. 
  3. Tap into the following fields to enter information.
    • Equipment Name. Tap and select the equipment from the drop-down list.
    • Hours Operating. Tap and enter the number of hours the equipment was active.
    • Hours Idle. Tap and enter the number of hours the equipment was idle.
    • Cost Code. Tap and select the cost code associated with the entry. 
    • Location. Tap and select the location from the drop-down list.
    • Inspected. Tap to mark the checkbox if the equipment was inspected.
    • Inspection Time. Tap and enter what time the equipment was inspected.
    • Comments. Tap and add any comments.
  4. Tap Create.
 Tip

If required fields are empty, click Fix Errors to go to the first empty field. Click Next Field or Previous Field to view other empty required fields.

After the required fields have been entered, you will be able to create or save the form.

 

 Legacy Content

Create Equipment Entries (Legacy)

 Note

Manage any equipment added to this section by viewing the Equipment list on the Equipment page of the Admin tool.
Note: Requires 'Admin' permissions on the Admin tool.

  1. Open the Procore app on an iOS mobile device and select a project.
  2. Note: This loads the Tools screen for the project.
  3. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Equipment Entry.
    OR
    Tap the Site Diary tool and tap Equipment. Then tap the create icon-plus-quick-create-mobile2.png icon. 
  4. Tap into the following fields to enter information.
    • Equipment Name: Tap the Equipment Name field. Enter the name of the equipment.

    • # Hours Operating: Enter the number of hours the equipment was operating.

    • # Hours Idle: Enter the number of hours the equipment was idle.

    • Cost Code: Tap the Cost Code field. Select from the drop-down menu the cost code associated with the entry. 

    • LocationSelect a location from the menu. Tap a tiered location to pull up any sub locations. Tap Add to add that location. You may also tap QR in the top right to scan a location's QR code if a team member has Generated Location QR Codes for the worksite.

    • Inspected: By default, the Inspected button will be set to 'No.' Toggle the Inspected button to 'Yes' if the equipment was inspected that day.

    • Inspection Time: Enter the time the equipment was inspected by selecting the hour and minutes from the menu.

    • 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.
        • Take a photo without mark up.
          1. Tap the shutter to take a photo.
          2. Tap Done to attach it to the entry.
        • Take a photo with mark up.
          1. Tap the mark up icon-markup.png icon to take the photo and immediately mark it up.
          2. Tap the shutter to take a photo.
          3. Mark up the photo.
          4. If you want to save both the original and marked up photo, mark the Save as New Photo option, then tap Save.
            OR
            If you want to only save your marked up photo, clear the Save as New Photo option, then tap Overwrite.
          5. Tap Done to attach it to the entry.
      • Photos: Tap to select photos from your device's Gallery OR from Procore's Photos tool in the project.
        • Add from Procore
          1. Tap Procore Photos.
          2. Tap the album.
          3. Tap the photos.
          4. Tap Done to attach it to the entry..
        • Add from Device
          1. Tap Upload Photos.
          2. Tap the photos.
          3. Tap Add to attach it to the entry.
      • Files: Select a saved file from your mobile device to add it to the entry. 
        1. Tap the file to automatically attach it to the entry.  
    • Notes: Enter any notes that may describe the entry.

  5. Tap Create.

See Also