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Procore

Approve Collaborator-submitted Daily Log Entries

Objective

To approve Daily Log entries that have been submitted by external collaborators to the project's Daily Log tool.

Background

You are an 'Admin' user on the Daily Log tool on a project where collaborators are submitting daily log entries for approval. You need to approve the collaborator-submitted daily log entries before they will be displayed as a part of the project's official daily log.

Prerequisites

  1. Required: Grant Collaborators Permissions to Create Daily Log Entries
  2. Optional: Allow Collaborators to Create Delivery or Daily Construction Logs
    Note: By default, collaborators will be able to add Notes log and Manpower log entries.
  3. RequiredHave your collaborators Create Daily Log Entries as a Collaborator

Things to Consider

  • Required User Permission: 'Admin' permissions on the Daily Log tool.
  • Additional Information:
    • Collaborators can only select their own company or users from their company in related drop-down menus.
    • Collaborators can only see logs that have been configured for Collaborator Daily Logs.
    • Collaborators can only see entries that they have submitted.
    • Collaborators can edit or delete pending logs that they have created.
      • Once entries are approved, collaborators cannot edit their logs any more.

Steps

  1. Navigate to the Daily Log tool.
    Note: If you have pending daily log entries to approve, you will see a banner at the top of the tool. 
  2. Click the link in the banner.
    Note: You will be redirected to the Pending Log page, where you will see all pending entries.
  3. Edit or delete entries as needed.
    Note: Collaborators (creators of the entries) will see any edits you make in real time.
  4. Approve the entries.
    Note: The entries will appear to everyone who has access to the Daily Log tool on mobile and on the Web.

Next Step