Oct 07, 2024
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:
- The integration will look for the note submitted by the timecard submitter when the Submit button is clicked.
- 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.
- The integration will add a record to the Procore Daily Log for the timecard project for the timecard date in the Notes section
- The note will be in the format "Crew Lead Last Name, Crew Lead First Name: Note"
- ex. "Brooks, Whitney: These are my notes for the day."
- If the timecard is re-submitted, the re-submission notes will overwrite the initial notes and not be added to the initial notes.