Add Observations From Field Notes Dialog Box

Use this dialog box in a daily report or site visit to add an observation record from a field note.

Selection Checkbox

Select the checkbox to the left of any field notes you want to add as observation items.

ID

The ID for the field note.

Subject

The subject of the field note.

Created

The date the field note was created.

Author

The creator of the field note. Select the link to open the Contact Information dialog box.

Space

The space with which the field note is associated. Select the link to view the Spatial Index page.

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.

Keywords

Project keywords assigned to a field note.

Last Modified

Date the field note was last updated.

Last Modified By

User responsible for the latest update.

To access this dialog box

Select Add From Field Note in the Observations tab when adding or modifying a daily report or site visit.

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