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Procore

Approve or Reject Daily Log Entries

Objective

To approve or reject 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. Admins can also choose to reject an entry, which will notify the collaborator to resubmit a new entry. 

Things to Consider

  • Required User Permissions
  • Additional Information:
    • If you reject a collaborator entry, an email notification is sent to the creator of the entry, and they will see a 'Resubmit' button next to their entry in the Daily Log.
    • Users with the 'Collaborator Entry Only' granular permission enabled on their permission template are limited to the following conditions:
      • Collaborators can only see the logs that have been configured for Collaborator Entry in the Daily Log tool's configure settings (such as 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.
      • Collaborators can only select their own company or users from their company in related drop-down menus.
      • Collaborators 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

You can approve or reject entries from different areas of the Daily Log tool. Click to view steps for the following options:


Approve or Reject Entries from the Calendar View
  1. Navigate to the Daily Log tool.
  2. Click Calendar.
    Note: If you have pending log entries for the day to approve, you will see a yellow banner in the sidebar. 
  3. Click Review Pending
    Note: Pending entries are marked in yellow.
  4. After reviewing a pending entry, choose whether you want to approve it so that it appears on the log to all users, or reject it and have the collaborator resubmit the entry.
    • To approve an entry:
      1. Click Approve next to the entry.
      2. Click Approve on the confirmation window. 
      3. The pending status is removed and the entry is automatically added to the log.
    • To reject an entry:
      1. Click Reject next to the entry.
      2. Click Reject on the confirmation window.
      3. The rejected entry is automatically marked in red with the word 'Rejected'. An email notification is sent to the creator of the entry, and they will see a 'Resubmit' button next to their entry in the Daily Log.
         

Approve or Reject Entries from the List View
  1. Navigate to the Daily Log tool.
  2. Click List.
  3. If you have pending log entries to approve, you will see a yellow banner at the top of the page. 
    Tip! Click the relevant link in the banner to automatically jump to that section of the daily log.
    pending-daily-log-entries-banner.png
  4. Locate the entries you want to approve. Pending entries are marked in yellow.
    view-pending-daily-log-entry.png
  5. After reviewing a pending entry, choose whether you want to approve it so that it appears on the log to all users, or reject it and have the collaborator resubmit the entry.
    • To approve an entry:
      1. Click Approve next to the entry.
      2. Click Approve on the confirmation window. 
      3. The pending status is removed and the entry is automatically added to the log.
    • To reject an entry:
      1. Click Reject next to the entry.
      2. Click Reject on the confirmation window.
      3. The rejected entry is automatically marked in red with the word 'Rejected'. An email notification is sent to the creator of the entry, and they will see a 'Resubmit' button next to their entry in the Daily Log.
         

Bulk Approve Entries from the Pending Entries Page

Note: Entries cannot be rejected while on 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.
     

See Also