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Procore

Review and Approve Pending Entries (Android)

Also available on  ios-gray-icon.jpg  web-gray-icon.jpg

Objective

To review and approve pending entries for the Site Diary tool using an Android mobile device.

Things to Consider

  • Required User Permissions:
    • 'Admin' permissions on the Site Diary tool.

Steps

From a Single Day View

  1. Navigate to the Site Diary tool using an Android mobile device.
  2. If there are pending entries for any day, a yellow banner exists at the top of the log.

    pending-entries-banner.png
     
  3. Tap View in the banner.
    Note: This reveals all pending entries for the Site Diary tool. 
  4. Review the pending entries.
    Tip! Tap an entry to view the full entry.
  5. Approve entries individually or all at once.
    • To approve one entry at a time:
      1. Tap the entry.
      2. Swipe across Approve Entry.

        approve-entry.png
         
    • To approve all entries for the project.
      1. Swipe across Approve All Entries.

        approve-all-entries.png

From the Calendar View

  1. Navigate to the Daily Log tool using your Android mobile device.
  2. Tap Calendar View.
    Note: The calendar opens to the date you navigated from. 
  3. The calendar provides an overview of site diaries for the month.
    • A grey dot icon-daily-log-approved-grey-circle.png indicates there are approved entries for the day. 
    • A yellow dot icon-daily-log-pending-yellow-circle.png indicates there are pending entries for the day.
    • A day highlighted in green indicates the day has been marked as complete.
  4. Tap the date on the calendar you want to open. 
    Note: You can navigate between months using the arrow keys. 
  5. The following actions are available when you select a day:
    • Tap View Day to view all logs and entries for the day in a list view.
    • Tap Review Pending to review pending entries for the day. 
      • Choose from the following options:
        • Select individual entries to approve:
          1. Tap the checkmark icon-check1-mobile.svg icon.
          2. Tap the entries you want to approve. 
            Note: Selected entries will have a blue checkmark icon-check2-mobile.svg next to them. 
          3. Swipe across Approve Selected Entries.

            dl-approve-selected-entries.png
             
        • Approve all entries for the day:
          1. Swipe across Approve All Entries.

            dl-approve-all-entries.png
             


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