Create Visitor Entries

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.

• 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.

1. Navigate to the project's Daily Log tool.

2. Scroll to the Visitors section.
   You can also use the left navigation menu to quickly navigate to the Visitors section.

3. To create an entry, add information to the fields.

   Note: Click the caret icon > to expand and v to collapse the field names and their descriptions below.

   Visitors - Field Names and Descriptions

   • Company: Select the company name for which you are creating this log entry.

   • Visitor: Select the visitor's name from the dropdown menu, or enter a new name to add it to the entry.
     Note: You must add new names to the project's Directory tool before selecting the names from this dropdown menu. See Add a Person to the Project Directory.

   • Start: Enter the visitor's arrival time at the site using the hour and minute dropdown menus.

   • End: Enter the visitor's departure (out) time using the hour and minute dropdown menus.

   • Location: Select the exact project location visited.

   • Comments: Enter any comments or additional information that further describes the entry (if required).

   • Attachments: Attach any additional files to the entry. To attach the files, do one of the following:

     • 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.

4. Click Create.
   The log entry is created or added.