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Create Site Diary Entries as a Collaborator

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Objective

To create a site diary entry as an external collaborator in a project's Site Diary tool.

Background

If you are designated as an external collaborator for a project's Site Diary tool in Procore, you will create entries that will later need to be approved by an 'Admin' user.

Things to Consider

  • Required User Permissions:
    • 'Read Only' or 'Standard' on the project's Site Diary tool with the 'Collaborator Entry Only' granular permission enabled on your permissions template.
      • The granular permission for 'Collaborator Entry Only' has to be on a global permission template OR a project permission template before the option is available in the Site Diary configuration settings.
      • The additional granular permission 'View entries associated to users within the same company' gives users access to view collaborator entries made by other users at their company.
  • Additional Information:
    • If you are a collaborator for the project, the following conditions apply: 
      • You can only see the registers that the project has enabled Collaborator Entry for. This could include the Working Hours, Daily Construction Report, Notes, Visitors and Deliveries registers. 
      • You can only select your own company or users from your company in the drop-down menus.
      • You can edit or delete your entries until they have been approved.
      • If you only have the 'Collaborator Entry Only' granular permission, you can only see the entries that you have submitted. If you also have the granular permission to 'View entries associated to users within the same company,' you can view other collaborator entries made by users at your same company.

Steps

  1. Navigate to the Site Diary tool.
  2. Select the date you want to add entries to.
  3. Scroll to the applicable diary.
  4. Fill out the appropriate information for each entry.
    Note: See the links below for steps specific to each register type.
     
    Procore Web (app.procore.com) Procore for iOS Procore for Android
    Create Working hours Entries  Create Working Hours Entries (iOS) Create Working Hours Entries (Android)
    Create Notes Entries Create Notes Entries (iOS) Create Notes Entries (Android)
    Create Daily Construction Report Entries Create Daiy Construction Report Entries (iOS) Create Daily Construction Report Entries (Android)
    Create Delivery Entries Create Delivery Entries (iOS) Create Delivery Entries (Android)
    Create Visitors Entries Create Visitors Entries (iOS) Create Visitors Entries (Android)

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