Site Diary
Site Diary Workflow
Site Diary
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's Site Diary tool?
| Action | None | Read Only | Standard | Admin | Notes |
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Add a Photo to a Site Diary Entry so that it Populates in the Photos Tool |
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Add a Related Item to a Site Diary Entry |
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Approve Any Site Diary Entry Created by Collaborators |
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Approve Copied Site Diary Entries Created by Collaborators |
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Configure Advanced Settings: Site Diary |
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Copy a Site Diary |
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On an iOS device, this action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | |
| Create a Site Diary Entry from the Calendar View | |
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Create Accident Diary Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Pending Accident Diary Entries as a Collaborator |
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Create Phone Call Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Pending Phone Call Entries as a Collaborator |
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Create Daily Construction Report Diary Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Pending Daily Construction Report Diary Entries as a Collaborator |
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Create Site Diary Entries as a Collaborator |
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The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings. |
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Create Delay Entries |
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This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Pending Delay Entries as a Collaborator |
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Create Delivery Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Pending Delivery Entries as a Collaborator |
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Create Skip Entries |
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This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Pending Skip Entries as a Collaborator |
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Create Equipment Entries |
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This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Pending Equipment Entries as a Collaborator |
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Create Inspection Entries |
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This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Pending Inspection Entries as a Collaborator |
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Create Manpower Entries |
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This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Pending Manpower Entries as a Collaborator |
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Create Note Entries |
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This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Pending Note Entries as a Collaborator |
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Create Observed Weather Entries |
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This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | |||
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Create Plan Revision Entries |
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This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Pending Plan Revision Entries as a Collaborator |
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Create Productivity Entries |
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This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Pending Productivity Entries as a Collaborator |
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Create Quantity Entries |
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This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Pending Quantity Entries as a Collaborator |
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Create Safety Violation Entries |
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This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Pending Safety Violation Entries as a Collaborator |
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Create Programmed Work Entries |
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This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Pending Programmed Work Entries as a Collaborator |
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Create Timecard Entries for Any User |
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This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
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Create Timecard Entries for Yourself |
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Create Visitor Entries |
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This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Pending Visitor Entries as a Collaborator |
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Create Waste Entries |
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This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||
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Create Pending Waste Entries as a Collaborator |
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Delete Any Site Diary Item |
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Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Site Diary. | |||
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Delete a Site Diary Item You Created |
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Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Site Diary. |
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Delete a Site Diary Item You Created as a Collaborator |
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Entries cannot be deleted after they are approved by a Site Diary Admin.
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Delete Related Items from Site Diary Entries |
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Edit Any Site Diary Item |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. |
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Edit a Site Diary Item You Created |
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On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished. | ||
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Edit a Site Diary Item You Created as a Collaborator |
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Entries cannot be edited after they are approved by a Site Diary Admin. |
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Email a Site Diary |
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Enter Logs for a Previous Day |
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This action can also be performed on mobile. | |
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Export a Site Diary as PDF |
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Mark a Site Diary as Complete |
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Reject Any Site Diary Entry Created by Collaborators |
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Reopen a Site Diary |
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Resubmit a Site Diary Entry as a Collaborator |
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Search and Filter Site Diaries |
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Search and Filter Site Diary Entries You Created as a Collaborator |
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Upload Photos to the Site Diary |
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Upload Photos to the Site Diary from the Photos Tool |
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Users also need 'Standard' permissions or higher on the project's Photos tool. | ||
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View and Attach Files to a Site Diary |
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On an Android device, this action can be performed offline, provided that the item was previously viewed and cached on your mobile device. | ||
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View Any Site Diary Items |
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View Your Site Diary Items as a Collaborator |
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The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings. | ||
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View Site Diary Items by Users at your Company as a Collaborator |
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The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings. | ||
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View Change History Log |
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View Site Diary Notes Report |
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Users also need 'Read Only' level permissions or higher on the project's Reports tool. |
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View Site Diaries in the Calendar View |
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