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Procore

Approve Daily Log Entries

Objective

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

Background

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

Things to Consider

  • Required User Permissions
    • 'Admin' permissions on the Daily Log tool.
  • Additional Information:
    • Collaborators can only see logs that have been configured for Collaborator Entry in the Daily Log tool's configure settings (e.g. Manpower, Daily Construction Report, Notes, and Deliveries). See Configure Advanced Settings: Daily Log.
      Note: By default, the Daily Construction Report log is not enabled on projects. See Allow Collaborators to Create Delivery or Daily Construction Logs.
    • Collaborators can only select their own company or users from their company in related drop-down menus. In addition, collaborators can only see the entries that they have submitted.
    • Collaborators can edit or delete pending logs that they have created. However, after entries are approved, collaborators cannot edit their logs.

Prerequisites

Steps

Approve Entries Within a Log (Recommended)
  1. Navigate to the Daily Log tool.
  2. Click the List view page.
    Note: If you have pending log entries to approve, a banner will appear at the top of the page. 

    dl-pending-entries-banner.png
     
  3. Click a link in the banner (e.g. manpower) to automatically jump to that section of the daily log.
    OR
    Scroll through the daily log.
  4. Locate an entry you want to approve.
    Note: Pending entries will be marked with a yellow tab.

    dl-pending-entries-manpower.png
     
  5. Optional: If necessary, click into the fields to edit information, or click the Trash Bin icon to delete an entry.
    Note: Collaborators will see any changes.
  6. Click Approve next to each entry you want to approve.

    dl-pending-entries-approve.png
     
  7. Click Approve to confirm you want to add the entry to the log.
Approve Entries from the Pending Entries Page
  1. Navigate to the Daily Log tool.
  2. Click View All Pending at the top of the page.

    view-all-pending.png

    Note: You will be redirected to the Pending Entries page, where you will see all pending entries across the logs in the project.
  3. If necessary, click into the fields to edit information, or click the red 'x' to delete entries.
    Note: Collaborators will see any changes.
  4. Mark the checkboxes next to the entries you want to approve.
  5. Click Approve Entries.
    Note: A banner confirms the pending entries have been approved. Click Ok to dismiss it.