Perform Bulk Actions in the Site Diary
Objective
To use bulk actions within the Site Diary tool.
Background
Bulk actions can be used in the Site Diary tool to approve or reject pending entries and link related items to multiple diary entries at once.
Things to Consider
- Required User Permissions:
- To approve or reject collaborator entries, 'Admin' permissions on the Site Diary tool. See Create Site Diary Entries as a Collaborator.
- To approve or reject copied pending entries, 'Standard' or 'Admin' permissions to the Site Diary tool. See Create Pending Entries for Missing Companies.
- To add or delete related items to Site Diary entries, 'Admin' permissions on the Site Diary tool.
- Additional Information:
Approve or Reject Pending Entries:- If you reject a collaborator entry, they will see a 'Resubmit' button next to their entry in the Site Diary.
- Users with the 'Collaborator Entry Only' granular permission enabled on their permission template are limited to the following conditions:
- Collaborators can only see the logs that have been configured for Collaborator Entry in the Site Diary tool's configure settings (such as the Manpower, Daily Construction Report, Notes and Deliveries logs). See Configure Advanced Settings: Site Diary.
Note: By default, the Daily Construction Report log is not enabled on projects. See Allow Collaborators to Create Delivery or Daily Construction Logs. - Collaborators can only select their own company or users from their company in related drop-down menus.
- Collaborators can only see the entries that they have submitted and can edit or delete their own entries until the entries have been approved.
- Collaborators can only see the logs that have been configured for Collaborator Entry in the Site Diary tool's configure settings (such as the Manpower, Daily Construction Report, Notes and Deliveries logs). See Configure Advanced Settings: Site Diary.
- Add or Delete Related Items:
- 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
- Users with the 'Collaborator Entry Only' granular permission enabled on their permission template must have created one or more site diary entries. See Create Site Diary Entries as a Collaborator.
- To add related items, 'Show Related To On Site Diary' setting must be enabled in the Site Diary configure settings. See Configure Advanced Settings: Site Diary.
Steps
You can approve or reject entries from different areas of the Site Diary tool. Click to view steps for the following options:
Bulk Approve or Reject Pending Entries
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Navigate to the Site Diary tool.
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Select the tickbox next to any entries you want to approve or reject.
Tip
If there are any pending entries on the day being viewed, a banner will appear at the top of the page. Click Review Pending Entries in the banner to automatically filter the day's entries so that only pending entries are visible.
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Click Review Pending Entires in the side panel.
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Choose Approve All or Reject All.
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Confirm your selection.
Bulk Add or Delete Related Items