Create Visitor Entries

Objective

To create Visitor entries in the project's Site Diary tool.

Background

Things to Consider

• Required User Permissions:
  • To create entries:
    • 'Standard' or 'Admin' level permissions on the project's Site Diary tool.
  • To create pending entries as a collaborator:
    • 'Read Only' or 'Standard' level permissions to the Site Diary tool with the 'Collaborator Entry Only' granular permission enabled on your permission template. See Create Site Diary Entries as a Collaborator.
• Additional Information:
  • You can create custom fields for the Visitors log on the project's Site Diary tool. See Create New Custom Fields.
  • If you are a collaborator for a project-specific conditions apply. See Create Site Diary Entries as a Collaborator. 

Steps

1. Navigate to the project's Site Diary tool.
2. Scroll to the Visitors section.
3. Enter the following information:

   • #: This uneditable field counts the number of entries in a section (e.g. the first entry created will be # 1, and the second entry will be # 2).

   • Visitor: Enter the visitor's name from the drop-down menu or enter a new name to add it to the entry. 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.

4. Click Create.

Next Step