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.
       • 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 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.  
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)