Manage Daily Logs in the Calendar View (Android)

Objective

 To view and manage daily logs using the Calendar View on an Android mobile device.

Things to Consider

• Required User Permissions:
  • To view the calendar:
    • 'Read Only' level permissions or higher on the project's Daily Log tool.
      Note: Users with the 'Collaborator Entry Only' granular permission enabled on their permissions template are not able to see the Calendar view.
  • To approve pending collaborator entries:
    • 'Admin' level permissions on the project's Daily Log tool.
      Note: Users with 'Standard' or 'Admin' permissions can approve copied pending entries. See Create Pending Entries for Missing Companies.
  • To complete or reopen a day:
    • 'Admin' level permissions on the project's Daily Log tool.

Steps

1. Navigate to the Daily Log tool using your Android mobile device.
2. Tap Calendar View.
   Note: The calendar opens to the date you navigated from. 
3. The calendar provides an overview of daily logs for the month.
   • A gray dot  indicates there are approved entries for the day. 
   • A yellow dot  indicates there are pending entries for the day.
   • A day highlighted in green indicates the day has been marked as complete.
4. Tap the date on the calendar you want to open. 
   Note: You can navigate between months using the arrow keys. 
5. The following actions are available when you select a day:
   • Tap View Day to view all logs and entries for the day in a list view.
   • Tap Review Pending to review pending entries for the day. 
     • Choose from the following options:
       • Select individual entries to approve:
         1. Tap the checkmark  icon.
         2. Tap the entries you want to approve. 
            Note: Selected entries will have a blue checkmark  next to them. 
         3. Swipe across Approve Selected Entries.
            
            
             
       • Approve all entries for the day:
         1. Swipe across Approve All Entries.
            
            
             
   • Tap Complete Day to mark the day as complete. 
     • Choose from the following:
       • Complete & Distribute: Tap if you want to send the daily log to the members of the distribution list.
       • Complete Only: Tap if you want to complete the day without notifying members of the distribution list. 
   • If the day has been completed and you need to add or manage entries, tap Reopen Day.
     • Tap Reopen Day to confirm you want to reopen the day. 
   • To check if there are any updates to the daily log, tap Refresh.

See Also

• Add a Daily Log Item 
• Edit a Daily Log (Android)