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Procore (en-GB)

View and Manage Site Diaries in the Calendar View (Android)

Also available on ios-gray-icon.jpg  web-gray-icon.jpg

Objective

 To view and manage site diaries using the Calendar View on an Android mobile device.

Things to Consider

  • Required User Permissions:
    • To view the calendar:
    • To approve pending collaborator entries:
    • To complete or reopen a day:
      • 'Admin' on the Site Diary tool.

Steps

  1. Navigate to the Site Diary tool using your Android mobile device.
  2. Tap Calendar View.
    Note: The calendar opens to the date you navigated from. 
  3. The calendar provides an overview of site diaries for the month.
    • A gray dot icon-daily-log-approved-grey-circle.png indicates there are approved entries for the day. 
    • A yellow dot icon-daily-log-pending-yellow-circle.png indicates there are pending entries for the day.
    • A day highlighted in green indicates the day has been marked as complete.
  4. Tap the date on the calendar you want to open. 
    Note: You can navigate between months using the arrow keys. 
  5. The following actions are available when you select a day:
    • Tap View Day to view all logs and entries for the day in a list view.
    • Tap Review Pending to review pending entries for the day. 
      • Choose from the following options:
        • Select individual entries to approve:
          1. Tap the checkmark icon-check1-mobile.svg icon.
          2. Tap the entries you want to approve. 
            Note: Selected entries will have a blue checkmark icon-check2-mobile.svg next to them. 
          3. Swipe across Approve Selected Entries.

            dl-approve-selected-entries.png
             
        • Approve all entries for the day:
          1. Swipe across Approve All Entries.

            dl-approve-all-entries.png
             
    • Tap Complete Day to mark the day as complete. 
      • Choose from the following:
        • Complete & Distribute: Tap if you want to send the site diary to the members of the distribution list.
        • Complete Only: Tap if you want to complete the day without notifying members of the distribution list. 
    • If the day has been completed and you need to add or manage entries, tap Reopen Day.
      • Tap Reopen Day to confirm you want to reopen the day. 
    • To check if there are any updates to the site diary, tap Refresh.

See Also