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Procore (en-GB)

Perform Bulk Actions in the Site Diary

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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: 
  • 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.

  • 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

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

  1. Navigate to the Site Diary tool.

  2. 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.


    select-item.png

  3. Click Review Pending Entires in the side panel.

  4. Choose Approve All or Reject All.

  5. Confirm your selection.

Bulk Add or Delete Related Items

  1. Navigate to the Site Diary tool.

  2. Select the tickbox next to any entries you want to relate to another item.

    select-item.png
     

  3. Click Add Related Item at the top of the page.

  4. Select the type of item you want to relate in the side panel.

  5. Select the specific item you wish to relate to the Site Diary entry.

  6. Optional: Add notes.

  7. Click Add when you are done.
    add-related-item-dl.png

Delete Relate Items

  1. Navigate to the Site Diary tool and view the day containing the item to be deleted.
  2. Click on the link in the 'Related Items' column of the entry containing the item being deleted.
  3. Click the rubbish can icon-delete-trash4.png next to the item you want to delete.
    delete-related-item.png
  4. Click Delete in the confirmation window to finalise the deletion.