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Procore Support (en-au)

Create Phone Call Entries

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Objective

To create Phone Call entries in the project's Site Diary tool.

Background

The Phone Calls section tracks calls that have been made and who was involved on the call. This is a good place to track phone calls that might not have been considered "meetings", but covered topics that should be noted.

Things to Consider

  • Required User Permissions:
    •  'Standard' or 'Admin' level permissions on the project's Site Diary tool.

Steps

  1. Navigate to the project's Site Diary tool.
  2. Scroll to the Phone Calls section.
  3. Enter the following information:
  4. Click Create.

Next Step

 

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