Site Diary - User Permissions
Site Diary
Important
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 |
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 | |||||
Create Accident Diary Entries |
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 Call Diary Entries |
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 Daily Construction Report Diary Entries |
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 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 |
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 Delivery Entries |
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 Delivery Entries as a Collaborator |
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Create Skip Entries |
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 Equipment Entries |
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 Inspection Entries |
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 Manpower Entries |
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 Manpower Entries as a Collaborator |
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Create Note Entries |
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 Note Entries as a Collaborator |
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Create Observed Weather Entries |
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 Plan Revision Entries |
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 Productivity Entries |
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 Quantity Entries |
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 Safety Violation Entries |
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 Programmed Work Entries |
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 Timecard Entries for Any User |
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Create Timecard Entries for Yourself |
Users with 'Standard' level permissions must also be marked as an employee of your company. |
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Create Visitor Entries |
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Create Pending Visitor 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. | ||
Create Waste Entries |
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Create a Change Event from a Site Diary Entry |
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Create a Custom Report from the Site Diary |
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Delete Any Site Diary Item |
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. | ||||
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 |
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. | |||
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. | |||
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 |
Users also need 'Standard' permissions or higher on the project's Photos tool. | ||||
View and Attach Files to a Site Diary |
On an Android device, this action can be performed offline, provided that the item was previously viewed and cached on your mobile device. | ||||
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. | ||
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. | ||
View Change History Log |
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View Site Diary Notes Report |
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 |