Add Visitor Entries (iOS)

The Visitors section lets you track anyone who visits the site (for example, owner, union representative, salesperson, sales agent, and customers) and record a description of their visit.

• Required User Permissions:

  • To create entries:

    • 'Standard' or 'Admin' level permissions on the project's Daily Log tool.

  • To create pending entries as a collaborator:

    • 'Read Only' or 'Standard' level permissions to the Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permission template.
      See Create Daily Log Entries as a Collaborator.

• Additional Information:

  • You can create custom fields for the Visitors log on the project's Daily Log tool.
    See Create New Custom Fields.

  • If you are a collaborator for a project-specific conditions apply.
    See Create Daily Log Entries as a Collaborator.

  • You can configure which items are created using the quick create icon. To learn more, 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 date you want to create a new entry for.

3. Tap the quick createicon and select Visitor Entry.
   OR
   Tap the Daily Log tool and tap Visitors. Then tap the createicon.

4. Tap into the following fields to enter information:

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

   Visitors - Field Names and Descriptions

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

   • Visitor: Enter the visitor's name.
     Note : If you enter the name of a visitor that does not exist in the project’s Directory tool, you can still add the name to the entry by tapping the Use Search Text... link.

   • Start Time: Enter the starting time by selecting the hours and minutes from the menus.

   • End Time: Enter the starting time by selecting the hours and minutes from the menus.

   • Location: Enter the exact location visited.

   • Description: 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.