Add Note Entries (iOS)

The Notes section allows you to add any additional information relevant to the day. It serves as an ideal place to enter miscellaneous items or issues that do not fit into the other log sections or tools. You can also mark specific notes as issues to generate dedicated reports on them.

• See Required User Permissions.

• Entries made by collaborators are marked as 'pending' until approved by an administrator.

• You can configure which items are created using the quick create icon. See Configure Quick Create Settings.

1. Open the Procore app on an iOS mobile device and select a project.
   The Tools screen loads, displaying all tools available for this project.

2. Tap the quick create icon and select Notes Entry.
   OR
   Tap the Daily Log tool and tap Notes. Then, tap the create icon.

3. Tap the fields and enter the information.

   Note: Click the caret icon > to expand and v to collapse the field names and their descriptions below.

   Notes - Field Names and Descriptions

   • Company: Select the company name for which you are creating this log entry.

   • Issue: Tap the toggle to the ON position if the note being added is an issue affecting the project.

   • Location: Select a location from the dropdown menu. Tap a tiered location to view its sub-locations, then tap Add to select it. You can also tap QR in the top right to scan a location's code if QR codes have been generated for the jobsite. See Generated Location QR Codes.

   • Comments: Enter any comments or additional information that further describes the entry (if required).

   • Add Attachments: Tap any of 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.

       • To take a photo without mark up:

         1. Tap the shutter to take a photo.

         2. Tap Done to attach it to the entry.

       • To take a photo with mark up:

         1. Tap Markup to take the photo and immediately mark it up.

         2. Tap the shutter to take a photo.

         3. Mark up the photo.
            Note: If you want to save both the original and the marked up photos, mark the Save as New Photo option and tap Save. If you want to only save your marked up photo, clear the Save as New Photo option and tap Overwrite.

         4. 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.

       • To add photos from Procore tool:

         1. Tap Procore's Photos tool.

         2. Tap the album that contains photos.

         3. Tap the photos that you want to attach.

         4. Tap Done to attach photos to the entry.

       • To add photos from the device:

         1. Tap Upload Photos.

         2. Tap the required photos.

         3. Tap Add to attach the photos to the entry.

     • Files: Select a file saved on your mobile device and tap on the file to automatically attach it to the entry.

4. Tap Create.
   The log entry is created or added.
   Note: When your Notes log entry is created, it has an 'Approved' or 'Pending' badge to indicate its status.
   If you have 'Admin' permissions to the Daily Log 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.