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Procore Support (en-au)

Create Site Diary Entries as a Collaborator

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:
  • 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 only see the entries that you have submitted.
      • You can edit or delete your entries until they have been approved.

Steps

  1. Navigate to the Site Diary tool.
  2. Select the date you want to add entries to.
  3. Scroll to the applicable register.
  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)

Next Step

See Also

 

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