Create Visitor Entries
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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.
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 to the project's Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permission template.
Additional Information:
You can create custom fields for the Visitors log on the project's Daily Log tool.
If you are a collaborator for a project, specific conditions apply.
Steps
Navigate to the project's Daily Log tool.
Scroll to the Visitors section.
Enter the following information:
#: Este campo não editável conta o número de entradas em uma seção (por exemplo, a primeira entrada criada será # 1 e a segunda entrada será # 2).
Visitor: Enter the visitor's name from the drop-down menu, or enter a new name to add it to the entry.
Names added directly to the visitor field are not added to the Directory.
Selectable visitors must be added to the Directory tool to appear in the drop-down menu.
See Add a Person to the Project Directory.Start: Enter the starting time by selecting the hours and minutes from the drop-down menus.
End: Enter the ending time by selecting the hours and minutes from the drop-down menus.
Comments: Enter any comments that may help clarify the entry.
Click Create.
See Also
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