Add Notes Entries (iOS)

Objective

To add an entry to the Notes section of the Site Diary using the Procore app on an iOS mobile device.

Things to Consider

• Required User Permissions
• 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, see Configure Quick Create Settings.

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 quick create  icon and select Notes Entry.
   OR
   Tap the Site Diary tool and tap Notes. Then tap the create  icon. 
3. Tap into the following fields to enter information:

   • Comments: Enter any comments that may be needed to further describe the entry.

   • Issue: Tap the toggle to the ON position if the note entry being created is about an issue that affects the project.

   • Location: Select 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.

   • 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. 
4. Tap Create.
   Note: After your Notes register entry is created, it has an 'Approved' or 'Pending' badge to indicate its status. If you have 'Admin' permissions to the Site Diary tool, the entry is automatically 'Approved'. If you are a collaborator, the entry will have a 'Pending' status and will need to be approved by an 'Admin' user. 

See Also

• Edit a Site Diary (iOS)