Site Visits Log

This page lists the site visits that are logged in the current Project Center project. Select the Start date of a site visit to view its details. External and internal (Project Center) users see the same information unless otherwise noted.

Site Visit categories

Use the Site Visits drop-down list to filter the list of site visits by category. The categories are as follows:

My Site Visits

This category lists all the site visits on which you are a participant.

My Final Site Visits

This category lists all the site visits with a final status on which you are a participant.

My Draft Site Visits

This category lists site visits with a draft status that are assigned by you.

My Site Visits this Month

This category lists all site visits started in the current calendar month that are assigned to you.

Categories available to Project Center users

In addition to the categories listed above, Project Center users (internal users) can see the following:

All Site Visits

This category lists all site visits entered for the project.

All Final Site Visits

This category lists all site visits for the project with a final status.

All Draft Site Visits

This category lists all site visits in draft status.

This Month's Site Visits

This category lists all site visits started in the current calendar month.

Columns

Modify

Select to modify the site visit.

Start

The date the site visit started. Select to view the Site Visit page.

Type

The site visit's type.

Visit ID

The visit number for the series.

Visit Name

The name given to the visit.

Series

The name of the first visit in the series.

Status

The status of the site visit.

Created By

The contact who created the site visit.

Supporting Documents

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:

Attached Files

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.

Add Files

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.

Upload

Select to upload the files to the Supporting Documents field.

Request Expired Files

Select the image to send a request to the owner to repost the files. This occurs when the transfer item has expired.

Related Items

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.

Tasks

The Tasks drop-down list displays available tasks that can be performed for the site visit. Select a task from the list as needed.

Additional fields

The following fields can be added to the Site Visits log by selecting the Show/Hide Columns button to access the Field Chooser.

To/CC

The contacts the site visit was distributed to.

End

The date the site visit ended.

General Comments

Any general information entered about the site visit.

Internal Notes

Any internal notes entered about the site visit. Internal notes are not sent in email notifications and do not appear in forms.

Keywords

Any keywords applied to the site visit.

Participants

The names of all contacts involved with the site visit.

Weather Observations

Any important weather conditions for the site visit.

Log Page Tools

The following tools are available in the Site Visits log toolbar. For more information, refer to Log Page Tools.

Add Site Visit

Select to open the Add Site Visit page to add a new site visit.

Project Center users with a Professional User role can create site visits on the Info Exchange website.

External users must be part of a permission set that grants access to create site visits.

Export

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.

Show/Hide Columns

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 > Site Visits.

If site visits are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.