Manage Site Diaries in the Calendar View (iOS)
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Objective
To view and manage site diaries using the Calendar View on an iOS mobile device.
Things to Consider
- Required User Permissions:
- To view the calendar:
- 'Read Only' or higher permissions on the Site Diary tool.
Note: Users with the 'Collaborator Entry Only' granular permission enabled on their permissions template are not able to see the Calendar view.
- 'Read Only' or higher permissions on the Site Diary tool.
- To approve pending collaborator entries:
- 'Admin' permissions on the Site Diary tool.
Note: Users with 'Standard' or 'Admin' permissions can approve copied pending entries. See Create Pending Entries for Missing Companies.
- 'Admin' permissions on the Site Diary tool.
- To complete or reopen a day:
- 'Admin' on the Site Diary tool.
- To view the calendar:
Steps
- Navigate to the Daily Log tool on an iOS mobile device.
- Tap Calendar View.
Note: The calendar opens to the date you navigated from. - The calendar provides an overview of site diaries for the month.
- A grey dot
indicates there are approved entries for the day. - A yellow dot
indicates there are pending entries for the day. - A day highlighted in green indicates the day has been marked as complete.
- A grey dot
- Tap the date on the calendar you want to open.
Note: You can navigate between months using the arrow keys. - 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:
- Tap Select.
- Tap the entries you want to approve.
- Swipe across Approve Selected Entries.
- Approve all entries for the day:
- Swipe across Approve All Entries.
- Swipe across Approve All Entries.
- Select individual entries to approve:
- Choose from the following options:
- Tap Complete Day to mark the day as complete.
- Choose from the following:
- Complete & Distribute: Tap if you want to send the site diary to the members of the distribution list.
- Complete Only: Tap if you want to complete the day without notifying members of the distribution list.
- Choose from the following:
- If the day has been completed and you need to add or manage entries, tap Reopen Day.
- Tap Re-Open to confirm you want to reopen the day.
- To check if there are any updates to the site diary, tap Refresh.