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Home > Integrations > Procore Integration - Daily Notes
Procore Integration - Daily Notes
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When using both Riskcast and Procore, the timecard submission notes from Riskcast will now carry over into Procore's Daily Log, specifically the "Notes" section. 
 

When a timecard is approved in Riskcast and the Procore Integration is turned on for the timecard project:

 

  1. The integration will look for the note submitted by the timecard submitter when the Submit button is clicked.
  2. If the timecard was not submitted and instead was approved directly (thus being submitted/approved at the same time), then the integration will look for the note submitted  by the timecard approver when the Approve button is clicked. 
  3. The integration will add a record to the Procore Daily Log for the timecard project for the timecard date in the Notes section
  4. The note will be in the format "Crew Lead Last Name, Crew Lead First Name: Note" 
    1. ex. "Brooks, Whitney: These are my notes for the day."
  5. If the timecard is re-submitted, the re-submission notes will overwrite the initial notes and not be added to the initial notes. 

 

 

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