Create Note Entries
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
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 on the project's Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permission template.
Additional Information:
Entries made by collaborators are marked as 'pending' until approved by an administrator.
Steps
Navigate to the project's Daily Log tool.
Scroll to the Notes section.
Enter the following information:
Tip! Certain fields in the Notes log can be configured as required, optional, or hidden in the Company level Admin tool.Issue?: Mark this checkbox if the note being added is an issue affecting the project.
Location: Select a location from the Location drop-down menu.Note: If the project allows for locations to be created from other tools, you can also create a new location to select. See How do I add a multi-tiered location to an item?
Comments: Enter any comments that may be needed to further describe the entry.
Attachments: Attach any additional files to the entry.
Click Attach File(s) and then drag-and-drop a file from your computer to the Drag and Drop your File(s) area,
OR
click Upload Files to select a file from your computer.
Once you save your item, users will be able to view the attachment in Procore's viewer or download the attachment.
Click Create.
See Also
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