Add Phone Calls Entries (iOS)
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' permissions to the Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permissions template.
See Create Daily Log Entries as a Collaborator.
Additional Information:
Users can also automatically save a call's information to Phone Calls log from the Directory tool.
See Add a Phone Calls Log Entry from the Directory (iOS).You can configure what items are created with the quick create
icon, see Configure Quick Create Settings.
Steps
Open the Procore app on an iOS mobile device and select a project.
Note: This loads the Tools screen for the project.Tap the date you want to create a new entry for.
Do one of the following:
Tap the quick create
icon and select Call Log. Tap the Daily Log tool and tap Phone Calls. Then tap the create
icon.
Tap into the following fields to enter information:
Attachments: Tap on 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.
Take a photo without mark up.
Tap the shutter to take a photo.
Tap Done to attach it to the entry.
Take a photo with mark up.
Tap Markup to take the photo and immediately mark it up.
Tap the shutter to take a photo.
If you want to save both the original and marked up photo, mark the Save as New Photo option, then tap Save.
OR
If you want to only save your marked up photo, clear the Save as New Photo option, then tap Overwrite.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.
Add from Procore
Tap Procore Photos.
Tap the album.
Tap the photos.
Tap Done to attach it to the entry..
Add from Device
Tap Upload Photos.
Tap the photos.
Tap Add to attach it to the entry.
Files: Select a saved file from your mobile device to add it to the entry.
Tap the file to automatically attach it to the entry.
Call From: Select or enter the name of the person who called.
If the person has a user profile in the project, tap the name of the person to add them to the entry.
OR
If the person is not listed:Type the name of the person.
Tap the Use search text... link to add the contact's name to the entry.
Call To: Select or enter the name of the person who received the call.
If the person has a user profile in the project, tap the name of the person to add them to the entry.
OR
If the person is not listed:Type the name of the person.
Tap the Use search text... link to add the contact's name to the entry.
Start Time: Select the hours and minutes from the menus.
End Time: Select the hours and minutes from the menus.
Comments: Enter any comments that may be needed to further describe the entry.
Tap Create.
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.