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Procore

View a Site Diary in the List View

Objective

Use the List tab in the Site Diary tool to add and view the site diary entries.

Things to Consider

  • Required User Permissions:

    • To see all site diary entries: 'Read Only' or higher permissions on the project-level Site Diary tool.

    • As a collaborator:

      • To see only your site diary entries: 'Read Only' or 'Standard' on the project-level Site Diary tool with the 'Collaborator Entry Only' granular permission enabled on your permissions template.

      • To see your site diary entries and those of others at your company: 'Read Only' or 'Standard' on the project-level Site Diary tool with the 'Collaborator Entry Only' and 'View entries associated to users within the same company' granular permissions enabled on your permissions template.

  • Additional Information

Steps

  1. Navigate to your project's Site Diary tool.
    The List tab is selected by default. Using the List tab, you can view all site diary entries in a list view. Each register type is organised into a separate section.
    Note: To view entries in a calendar view, see View and Manage Site Diaries in the Calendar View.

  2. To quickly navigate to the desired register type, use the anchor navigation menu on the left side of the List view page.
    The menu allows you to quickly navigate between individual register types without excessive scrolling. You can use this navigation menu for editing and reviewing multiple logs on the same page.

  3. (Optional) To expand or collapse a site diary section (such as Observed Weather Conditions), click the arrow icon next to the section's name.

    1. Click the collapsed-arrow-icon.png icon to expand the log section.

    2. Click the expanded-arrow-icon.png icon to collapse the log section.

  4. To view a site diary for a specific date or date range, use the date filter.
    You can select a single date or a date range using the calendar. To specify a date range, click the start date and the end date on the calendar.
    Note: When you select the date(s), the Procore app automatically refreshes and displays the Site Diary for the selected date(s).

  5. To view site diary reports, click the Reports dropdown menu.
    The List view page displays a list of available Site Diary reports.

  6. Select the report you want to view.
    You are redirected to the project's Reports tool.