Site Diary - User Permissions
Site Diary
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's Site Diary tool?
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Site Diary Tutorials |
None |
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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