Site Diary - User Permissions
Site Diary
Important
Permissions
What granular permissions are available for the project's Site Diary tool?
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Site Diary Tutorials |
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Read Only |
Standard |
Admin |
Notes |
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Add a Photo to a Site Diary Entry so that it Populates in the Photos Tool |
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Add a Related Item to a Site Diary Entry |
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Approve Any Site Diary Entry Created by Collaborators |
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Approve Copied Site Diary Entries Created by Collaborators
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Configure Advanced Settings: Site Diary |
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Copy a Site Diary |
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Create a Site Diary Entry from the Calendar View |
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Create a New Location for an Entry |
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The 'Only allow locations to be created in the Location Manager' setting must be disabled in the Locations settings of the project's Admin tool. |
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Create a Project-Only Equipment |
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Users must also have one of the following permissions to the project's Equipment tool:
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Create Accident Register Entries |
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Create Accident Register Entries as a Collaborator (Pending) |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings. |
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Create Phone Call Entries |
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Create Phone Call Entries as a Collaborator (Pending) |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings. |
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Create Daily Construction Report Register Entries |
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Create Daily Construction Report Register Entries as a Collaborator (Pending) |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings. |
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Create Site Diary Entries as a Collaborator |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings. |
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Create Delay Entries |
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Create Delay Entries as a Collaborator (Pending) |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings. |
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Create Delivery Entries |
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Create Delivery Entries as a Collaborator (Pending) |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings. |
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Create Skip Entries |
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Create Skip Entries as a Collaborator (Pending) |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings |
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Create Equipment Entries |
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Create Equipment Entries as a Collaborator (Pending) |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings |
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Create Inspection Entries |
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Create Inspection Entries as a Collaborator (Pending) |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings |
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Create Working hours Entries |
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Create Working hours Entries as a Collaborator (Pending) |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings |
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Create Note Entries |
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Create Note Entries as a Collaborator (Pending) |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings |
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Create Observed Weather Entries |
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Create Plan Revision Entries |
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Create Plan Revision Entries as a Collaborator (Pending) |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings |
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Create Productivity Entries |
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Create Productivity Entries as a Collaborator (Pending) |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings |
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Create Quantity Entries |
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Create Quantity Entries as a Collaborator (Pending) |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings |
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Create Safety Violation Entries |
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Create Safety Violation Entries as a Collaborator (Pending) |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings |
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Create Programmed Work Entries |
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Create Programmed Work Entries as a Collaborator (Pending) |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings |
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Create Timecard Entries for Any User |
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Create Timecard Entries for Yourself |
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You must also be marked as an employee of your company. |
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Create Visitor Entries |
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Create Pending Visitor Entries as a Collaborator |
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Create Waste Entries |
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Create Pending Waste Entries as a Collaborator |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings |
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Delete Any Site Diary Item |
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Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Site Diary. |
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Bulk Delete Site Diary Entries |
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Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Site Diary. |
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Delete a Site Diary Item You Created |
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Entries cannot be deleted on a day that has been marked as complete. If an entry needs to be deleted, an 'Admin' user can Re-Open a Site Diary. |
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Delete a Site Diary Item You Created as a Collaborator |
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Entries cannot be deleted after they are approved by a Site Diary Admin. |
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Delete Related Items from Site Diary Entries |
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Edit Any Site Diary Item |
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Edit a Site Diary Item You Created |
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Edit a Site Diary Item You Created as a Collaborator |
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Entries cannot be edited after they are approved by a Site Diary Admin. |
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Email a Site Diary |
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Enter Logs for a Previous Day |
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Enter Logs for a Previous Day as a Collaborator |
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Export a Site Diary as PDF |
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Mark a Site Diary as Complete |
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Reject Any Site Diary Entry Created by Collaborators |
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Reopen a Site Diary |
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Resubmit a Site Diary Entry as a Collaborator |
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Search and Filter Site Diaries |
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Search and Filter Site Diary Entries You Created as a Collaborator |
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Upload Photos to the Site Diary from the Photos Tool |
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Users also need 'Standard' permissions or higher on the project's Photos tool. |
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Upload Photos to the Site Diary from your Device |
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View and Attach Files to a Site Diary |
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View Approved Site Diaries |
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This excludes the ability to view the change history register. See below for more details about the View Change History Register permission. |
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View Site Diaries You Created as a Collaborator |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings. |
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View Site Diaries Created by Users at your Company as a Collaborator |
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The granular permission for 'Collaborator Entry Only' must be enabled in a global permissions template before the option is available in the Site Diary tool settings. |
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View 'Pending' Site Diary Entries |
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'Standard' level users can only view 'Pending' Daily Construction Report and Working hours logs if they were added through the 'Missing Company' feature. |
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View Change History Register |
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View Site Diary Notes Report (Single Tool Report) |
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Users also need 'Read Only' level permissions or higher on the project's 360 Reporting tool. |
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View Site Diaries in the Calendar View |
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View Project Site Diary Insights Web |
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