Field Notes Log
Use the Field Notes log in Info Exchange to track your field notes in the project.
To create a new field note, you must be assigned to a permission set that grants this access.
Field Notes categories
Use the Field Notes drop-down list to filter the list of field notes by category. The categories are as follows:
My Field Notes
Displays all field notes you have created for the project.
My Field Notes from Today
Displays only field notes you have created today.
My Field Notes from This Week
Displays only field notes created in the current week, from Sunday - Saturday (not the last seven days).
My Field Notes from This Month
Displays only field notes created in the current month (not the last 30 or 31 days).
Categories available to Project Center users
In addition to the categories listed above, Project Center users (internal users) can see the following:
All Field Notes
This category lists all field notes for this project.
Today's Field Notes
Displays all field notes that have been started today.
This Week's Field Notes
Displays only field notes started during the current week, from Sunday - Saturday (not the last seven days).
This Month's Field Notes
Displays only field notes started in the current month (not the last 30 or 31 days).
The ID number of the field note.
The subject of the field note. Select the subject to view the field note's details in the Field Notes page.
The date the field note was created.
The author of the field note.
The space assigned to the field note.
Displays the number of supporting documents associated with the item. Internal users can access all supporting documents. External users can only access supporting documents that have been shared with external users.
There are two possible icons that may appear in the field:
Select to view the list of files attached as supporting documents. Select the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, select the icon to open or save the file locally.
Upload Supporting Documents
Use this area to add supporting documents to the item.
This option is only available for internal (Project Center) users.
Select to open the Choose File to Upload dialog box and select a file.
You can select multiple files using standard Windows Shift and Ctrl selection techniques.
Remove All Files
Select to remove all files selected for upload.
Drag-and-Drop Files Here
Drag and drop files directly from Windows to add them to the list of files to upload.
This option is only available if your browser supports the functionality.
Select to upload the files to the Supporting Documents field.
Select the image to send a request to the owner to repost the files. This occurs when the transfer item has expired.
Select project keywords to add more description to the field note.
Project Center users can manually add new keywords to a field note. These new keywords are not added to the project's keyword list.
Date of the last update to the field note.
Last Modified By
User who last updated the field note.
Displays icons for any project items related to the selected item. Click in the column to access the Related Items popup window, shown below. Select the hyperlink for a related item to view its details.
The Tasks drop-down list displays available tasks that can be performed for the field note. The contents of the Tasks list varies depending on your permissions for the specific field note. Select a task from the list as needed.
Log Page Tools
The following tools are available in the Field Notes log toolbar. For more information, refer to Log Page Tools.
Add Field Note
Click to open the Add Field Note dialog box to add a new field note.
Select to export the items in this log.
Show/Hide Column Filters
Select to toggle on/off the column filters.
Show/Hide Group By Panel
Select to toggle on/off the group by panel.
Select to access Drag to Change Columns to add or remove columns from the log grid.
To access this page
From the toolbar, select View > Field Management > Field Notes.
If field notes are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.
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