Create Daily Log Entries as a Collaborator
Objective
To create a daily log entry as an external collaborator in a project's Daily Log tool.
Background
If you are designated as an external collaborator for a project's Daily Log tool in Procore, you will create entries that will later need to be approved by an 'Admin' user.
Things to Consider
- Required User Permissions:
- 'Read Only' or 'Standard' on the project's Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permissions template.
- The granular permission for 'Collaborator Entry Only' has to be on a global permission template OR a project permission template before the option is available in the Daily Log configuration settings.
- The additional granular permission 'View entries associated to users within the same company' gives users access to view collaborator entries made by other users at their company.
- Additional Information:
- If you are a collaborator for the project, the following conditions apply:
- You can only see the logs that the project has enabled Collaborator Entry for. This could include the Manpower, Daily Construction Report, Notes, Visitors, and Deliveries logs.
- You can only select your own company or users from your company in the drop-down menus.
- You can edit or delete your entries until they have been approved.
- If you only have the 'Collaborator Entry Only' granular permission, you can only see the entries that you have submitted. If you also have the granular permission to 'View entries associated to users within the same company,' you can view other collaborator entries made by users at your same company.
Steps
- Navigate to the Daily Log tool.
- Select the date you want to add entries to.
- Scroll to the applicable log.
- Fill out the appropriate information for each entry.
Note: See the links below for steps specific to each log type.