Add a Related Item to a Site Diary Entry
Objective
To add related log items to site diary entries.
Things to Consider
- Required User Permissions:
- 'Admin' permission on the project's Site Diary tool.
- 'Admin' permission on the project's Site Diary tool.
- Additional Information:
- For a selection to appear in the 'Type' menu, the corresponding tool must be an active tool on the project. See Add and Remove Tools from a Project.
- For a selection to appear in the 'Description' menu, you must be granted the appropriate permission to view that item in the corresponding Procore tool.
- Related items are NOT supported by Photos, Observed Weather Conditions and Timecards logs.
Prerequisites
- The 'Show Related To On Site Diary' setting must be enabled in the Site Diary configure settings. See Configure Advanced Settings: Site Diary.
Steps
Add Related Items
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Navigate to the Site Diary tool.
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Select the tickbox next to any entries you want to relate to another item.
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Click Add Related Item at the top of the page.
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Select the type of item you want to relate in the side panel.
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Select the specific item you wish to relate to the Site Diary entry.
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Optional: Add notes.
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Click Add when you are done.
Delete Relate Items
- Navigate to the Site Diary tool and view the day containing the item to be deleted.
- Click on the link in the 'Related Items' column of the entry containing the item being deleted.
- Click the rubbish can
next to the item you want to delete.
- Click Delete in the confirmation window to finalise the deletion.