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Procore

Add Notes Entries (Android)

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

Objective

To add Notes entries to the Site Diary using the Procore app on an Android mobile device. 

Things to Consider

  • Required User Permissions:
  • Additional Information
    • Entries made by collaborators are marked as 'pending' until approved by an administrator.
  • You can configure what items are created with the quick create icon-plus-quick-create-mobile2.png icon, see Configure Quick Create Settings. 

  • This action can be performed in offline mode. Tasks performed in offline mode sync with Procore once a network connection is reestablished. 

Steps

  1. Open the Procore app on an Android 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 Notes Entry.
    OR
    Tap the Site Diary tool. Tap the create icon-plus-quick-create-mobile2.png icon, then tap Notes Entry.
  3. Tap into the following fields to enter the desired information:

    • Location: Select 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 on the following options to add photo, video or file attachments to the entry:

      • Camera: Use your mobile device's camera to take a photo or video that is automatically added to the entry once you exit the camera. Or, before exiting, tap the photo to mark it up.  Optional photo and video functionality in the Procore camera tool include the following: 
        • 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.Geotag information cannot be viewed in Procore, but it can be referenced in the file's properties after downloading the photo to a computer.
        • Tap the video icon to switch to video to record a video for up to 15 seconds.
          • Tap the microphone icon to turn your device's microphone on or off while in video mode.
        • After taking a photo, tap the photo twice to enter markup mode.
      • Photos: Tap to select photos from your device's Gallery OR from Procore's Photos tool in the project.
        • Photos from Procore: 
          1. 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 Site Diary tool to create an album.
          2. Tap the photo(s) you want to attach.
          3. Tap Done.
        • Photos from Device:
          1. Tap the photo(s) you want to add to the entry.
          2. Tap Done.
      • Files: Tap on a file from your mobile device to automatically attach it to the entry.  
  4. Tap Create.