Add Delivery Entries (iOS)

Contexte

The Deliveries section allows you to track when shipments or packages are delivered. You can include who the delivery was from, the tracking number associated with the delivery, and the contents of the package.

Things to Consider

  • Required User Permissions

  • Additional Information

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

    • You can configure which items are created using the quick create Icon Plus Quick Create Mobile2 icon, see Configure Quick Create Settings.

Steps

  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 date for which you want to create a new entry.

  3. Tap the quick create Icon Plus Quick Create Mobile2 icon and select Delivery Entry.
    OR
    Tap the Daily Log tool and tap Deliveries. Then, tap the create Icon Plus Quick Create Mobile2 icon.

  4. 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.

    Deliveries - Field Names and Descriptions

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

    • Delivery From: Enter the name of the company or entity that delivered the items or type a new name to add it to this entry. Names added directly from this field are not automatically saved to the project's Directory tool. See Add a Company to the Project Directory.

    • Time: Enter the delivery time of items using the hour and minute dropdown menus.

    • Tracking Number: Enter the tracking number associated with the delivery.

    • Contents: Enter the contents of the delivery.

    • Location: Enter the exact project location where the item was delivered.

    • 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.

  5. Tap Create.
    The log entry is created or added.

 Tip
  1. Click Fix Errors to navigate to the first empty required field (if the required fields are empty or blank).

  2. Click Next Field or Previous Field to view other empty fields. Once all required fields are filled, you are able to create or save the form.

See Also

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