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Procore

Create Visitor Entries

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Objective

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

Background

The Visitors section tracks anyone who visits the site (e.g. owner, union representative, salesperson, sales agent and customers) and a description of their visit.

Things to Consider

Steps

  1. Navigate to the project's Site Diary tool.
  2. Scroll to the Visitors section.
  3. Enter the following information:
    • #: This uneditable field counts the number of entries in a section (e.g. the first entry created will be # 1, and the second entry will be # 2).

    • Visitor: Enter the visitor's name from the drop-down menu or enter a new name to add it to the entry. Names added directly to the visitor field are not added to the Directory. Selectable visitors must be added to the Directory tool to appear in the drop-down menu. See Add a Person to the Project Directory.

    • Start: Enter the starting time by selecting the hours and minutes from the drop-down menus.

    • End: Enter the ending time by selecting the hours and minutes from the drop-down menus.

    • Comments: Enter any comments that may help clarify the entry.

  4. Click Create.