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Procore

Review and Approve Pending Entries (iOS)

Also available on  icon-android-logo.png  web-gray-icon.jpg

Objective

To review and approve pending entries for the Site Diary tool using an iOS 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 Daily Log tool on an iOS mobile device.
  2. If there are pending entries for a day, a yellow banner exists at the top of the page.

    view-pending.png
     
  3. Tap View in the banner.
  4. Review the pending entries.
    Tip! Tap an entry to view the full entry.
  5. Choose if you want to approve individual entries or all entries.
    • To approve individual entries:
      1. Tap Select.
      2. Tap one or more entries to select them.
      3. Swipe across Approve Selected Entries.
        approve-selected.png
    • To approve all entries: 
      • Swipe across Approve All Entries.
        approve-all.png

From the Calendar View

  1. Navigate to the Daily Log tool on an iOS 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.

    calendar-ios.png
     
    • 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 Select.
          2. Tap the entries you want to approve. 
          3. Swipe across Approve Selected Entries.
            approve-selected.png
        • Approve all entries for the day:
          1. Swipe across Approve All Entries.
            approve-all.png