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Procore

Search for and Filter the Site Diary

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Objective

To search and filter the site diary.

Things to Consider

  • Required User Permissions:
    • 'Read Only' or higher permissions on the project's Site Diary tool. 
  • Additional Information:
    • Filters applied to a site diary are persistent until cleared. If you want to view all entries, click Clear All to clear the filters.
    • Filters are respected when you export a site diary to PDF. However, filters are not respected when emailing the site diary.

Steps

Search the Site Diary

  1. Navigate to the project's Site Diary tool.
  2. Enter a word or phrase in the Search bar.
    Note: Data in the following fields of entries is searchable:
      Daily Construction Report, Delays, Skip, Equipment, Working Hours, Notes, Phone Calls, Productivity, Programmed Work, and Visitors: Comments
    • Accidents: Party Involved, Company Involved, Comments
    • Deliveries: Delivery From, Tracking Number, Contents, Comments
    • Inspections: Inspection Type, Inspecting Entity, Inspector Name, Area, Comments
    • Plan Revisions: Plan, Revision, Title, Category, Comments
    • Quantities: Units, Comments
    • Safety Violations: Subject, Safety Notice, Issued To, Comments
    • Waste: Material, Method of Disposal, Disposal Location, Comments
  3. Click the Search icon or press ENTER on your keyboard to initiate the search.

Filter the Site Diary

  1. Navigate to the project's Site Diary tool.
  2. Click the Add Filter drop-down menu.
  3. Click one of the following filters:
    • Created By
    • Company
    • Location
    • Diary Type
  4. Mark the checkbox(es) next to the selections you want to filter by.
  5. To add an additional filter, click Add Filter again and mark your selections.
  6. Optional: To reset the applied filter, click Clear All.