Site Diary - User Permissions
Site Diary
Important
Permissions
What granular permissions are available for the project's Site Diary tool?
| Action | None | Read Only | Standard | Admin | Notes |
|---|---|---|---|---|---|
|
Add a Photo to a Site Diary Entry so that it Populates in the Photos Tool |
|
||||
|
Add a Related Item to a Site Diary Entry |
|||||
|
Approve Any Site Diary Entry Created by Collaborators |
|||||
|
Approve Copied Site Diary Entries Created by Collaborators |
|||||
|
Configure Advanced Settings: Site Diary |
|||||
|
Copy a Site Diary |
|
|
|
||
|
Create Accident Register Entries |
This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
||||
|
Create Pending Accident Register Entries as a Collaborator |
|
|
|
||
|
Create Phone Call Entries |
This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
||||
|
Create Pending Phone Call Entries as a Collaborator |
|
|
|
||
|
Create Daily Construction Report Register Entries |
This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||||
|
Create Pending Daily Construction Report Register Entries as a Collaborator |
|
|
|
||
|
Create Site Diary Entries as a Collaborator |
|
|
The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings. |
||
|
Create Delay Entries |
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
||||
|
Create Pending Delay Entries as a Collaborator |
|
|
|
||
|
Create Delivery Entries |
This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
||||
|
Create Pending Delivery Entries as a Collaborator |
|
|
|
||
|
Create Skip Entries |
This action can be performed in offline. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
||||
|
Create Pending Skip Entries as a Collaborator |
|
|
|
||
|
Create Equipment Entries |
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
||||
|
Create Pending Equipment Entries as a Collaborator |
|
|
|
||
|
Create Inspection Entries |
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||||
|
Create Pending Inspection Entries as a Collaborator |
|
|
|
||
|
Create Working Hours Entries |
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||||
|
Create Pending Working hours Entries as a Collaborator |
|
|
|
||
|
Create Note Entries |
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
||||
|
Create Pending Note Entries as a Collaborator |
|
|
|
||
|
Create Observed Weather Entries |
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||||
|
Create Plan Revision Entries |
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||||
|
Create Pending Plan Revision Entries as a Collaborator |
|
|
|
||
|
Create Productivity Entries |
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||||
|
Create Pending Productivity Entries as a Collaborator |
|
|
|
||
|
Create Quantity Entries |
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||||
|
Create Pending Quantity Entries as a Collaborator |
|
|
|
||
|
Create Safety Violation Entries |
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||||
|
Create Pending Safety Violation Entries as a Collaborator |
|
|
|
||
|
Create Programmed Work Entries |
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||||
|
Create Pending Programmed Work Entries as a Collaborator |
|
|
|
||
|
Create Timecard Entries for Any User |
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. |
||||
|
Create Timecard Entries for Yourself |
|
||||
|
Create Visitor Entries |
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||||
|
Create Pending Visitor Entries as a Collaborator |
|
|
|
||
|
Create Waste Entries |
This action can be performed in offline mode. Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. | ||||
|
Create Pending Waste Entries as a Collaborator |
|
|
|
||
|
Delete Any Site Diary Item |
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. | ||||
|
Delete a Site Diary Item You Created |
|
|
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. |
||
|
Delete a Site Diary Item You Created as a Collaborator |
|
|
Entries cannot be deleted after they are approved by a Site Diary Admin.
|
||
|
Delete Related Items from Site Diary Entries |
|||||
|
Edit Any Site Diary Item |
On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. |
||||
|
Edit a Site Diary Item You Created |
|
On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished. | |||
|
Edit a Site Diary Item You Created as a Collaborator |
|
|
Entries cannot be edited after they are approved by a Site Diary Admin. |
||
|
Email a Site Diary |
|||||
|
Enter Logs for a Previous Day |
|
This action can also be performed on mobile. | |||
|
Export a Site Diary as PDF |
|||||
|
Mark a Site Diary as Complete |
|||||
|
Reject Any Site Diary Entry Created by Collaborators |
|||||
|
Reopen a Site Diary |
|||||
|
Resubmit a Site Diary Entry as a Collaborator |
|
|
|||
|
Search and Filter Site Diaries |
|||||
|
Search and Filter Site Diary Entries You Created as a Collaborator |
|
|
|||
|
Upload Photos to the Site Diary |
|||||
|
Upload Photos to the Site Diary from the Photos Tool |
Users also need 'Standard' permissions or higher on the project's Photos tool. | ||||
|
View and Attach Files to a Site Diary |
On an Android device, this action can be performed offline, provided that the item was previously viewed and cached on your mobile device. | ||||
|
View Any Site Diary Items |
|
||||
|
View Your Site Diary Items as a Collaborator |
|
|
The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings. | ||
|
View Site Diary Items by Users at your Company as a Collaborator |
|
|
The granular permission for 'Collaborator Entry Only' has to be on a global template before the option is available in the Site Diary configuration settings. | ||
|
View Change History Register |
|||||
|
View Site Diary Notes Report |
Users also need 'Read Only' level permissions or higher on the project's Reports tool. |
||||
|
View Site Diaries in the Calendar View |


