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Procore

Approve Daily Log Entries

Objective

To approve pending entries in the project's Daily Log tool.

Background

If there are collaborators who are submitting log entries for approval, a user with 'Admin' permissions will need to approve the entries before they are displayed as a part of the project's official daily log. In addition, if pending entries have been created through the Missing Companies feature, they will need to be approved by a user with 'Standard' or 'Admin' permissions. 

Things to Consider

  • Required User Permissions
  • Additional Information:
    • Users with the 'Collaborator Entry Only' granular permission applied to their permission template are limited to the following conditions:
      • They can only see the logs that have been configured for Collaborator Entry in the Daily Log tool's configure settings. This could include the Manpower, Daily Construction Report, Notes, and Deliveries logs. 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.
      • They can only select their own company or users from their company in related drop-down menus.
      • They can only see the entries that they have submitted and can edit or delete their own entries until the entries have been approved.

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. 
    pending-daily-log-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.
    view-pending-daily-log-entry.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.
    approve-pending-daily-log-entry.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-daily-log-entries.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.