Add Note Entries (iOS)
Background
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.
Things to Consider
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.
Steps
Open the Procore app on an iOS mobile device and select a project.
The Tools screen loads, displaying all tools available for this project.Tap the quick create
icon and select Notes Entry.
OR
Tap the Daily Log tool and tap Notes. Then, tap the create
icon.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.
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.
Tip
Click Fix Errors to navigate to the first empty required field (if the required fields are empty or blank).
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.