Add Phone Calls Entries (iOS)

Objective

To add an entry to the Phone Calls section of the Site Diary using the Procore app on an iOS mobile device.

Things to Consider

• Additional Information:
  • Users can also automatically save a call's information to Phone Calls diary from the Directory tool. See Add a Phone Calls Diary Entry from the Directory (iOS).

Steps

1. Navigate to the project's Site Diary tool using the Procore app on an iOS mobile device.
2. Select the date you want to add a diary entry for.
3. Tap Phone Calls.
4. Tap + to add a new entry.
5. Tap into the following fields to enter information:
   • Call From: Tap the field to 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:
       1. Type the name of the person.
       2. Tap the Use search text... link to add the contact's name to the entry.
          
   • Call To: Tap the field 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:
       1. Type the name of the person.
       2. Tap the Use search text... link to add the contact's name to the entry.
          
   • Start Time: Tap the Start Time field. Enter the starting time by selecting the hours and minutes from the menus.
   • End Time: Tap the End Time field. Enter the starting time by selecting the hours and minutes from the menus.
   • Description: Tap the Description field. Enter a description that may be needed to describe the entry.
6. Tap Save.

See Also

• Add a Phone Calls Diary Entry from the Directory (iOS)