Edit Previously Entered Site Diary Entries
Things to Consider
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Required User Permissions:
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To edit any entry on a day that has not been marked as complete:
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'Admin' on the Site Diary tool.
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To edit your own entry on a day that has not been marked as complete:
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'Standard' on the Site Diary with the 'Standard Users Can Edit and Delete Own Entries' granular permission enabled on your permission template.
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To edit your own entry that has not been approved:
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'Read Only' or 'Standard' on the Site Diary tool with the 'Collaborator Entry Only' granular permission enabled on your permission template.
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Additional Information:
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Entries cannot be edited on a day that has been marked as complete. If an entry needs to be edited, an 'Admin' user can Re-Open a Site Diary.
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To sync Equipment Timesheets with Site Diary entries, the following must be true:
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The configurable fieldset for Site Diary Equipment Entries must match the Equipment fieldset for Timesheets.
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The Site Diary must be open and not marked as 'Complete'.
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Users must have permissions to create a timecard entry.
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Users must have permissions to create an Equipment Site Diary Entry.
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Steps
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Navigate to your project's Site Diary tool.
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Navigate to the date you want to edit a site diary item for.
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Scroll to the section you want to edit.
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Click into an editable field.
Note: An editable field will turn blue when you hover over it.
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Edit the field as needed.
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Click outside of the field to save the changes.