Add a Related Item to a Site Diary Entry

Objective

To add related register items to site diary entries.

Things to Consider

• Required User Permissions:
  • 'Admin' permission on the project's Site Diary tool.
• Additional Information:
  • For a selection to appear in the 'Type' menu, the corresponding tool must be an active tool on the project. See Add and Remove Tools from a Project.
  • For a selection to appear in the 'Description' menu, you must be granted the appropriate permission to view that item in the corresponding Procore tool. 

Prerequisites

• The "Show Related To On Site Diary" setting must be enabled in the Site Diary configure settings. See Configure Advanced Settings: Site Diary.

Steps

1. Navigate to your project's Site Diary tool.

2. There will be a new "Relate To" field at the top of the page. Select the Type and Description from the drop-down menu, and add any additional notes.
   

3. Scroll through your diary. Select the tickbox next to any entries you want to relate to the items. Or, click Select/Deselect All in the "Relate To" field.
   
   
    

4. Scroll back to the top of the diary, and click Relate in the "Relate To" field. 
   Note: This will attach the item to your entry.

5. View the related item attached to the entry by clicking on the question mark  for the entry.
   
   

Next Step