Relate a Field Note to an Observation

Perform the following steps to relate a field note to a daily report or site visit observation.

To relate a field note to a daily report or site visit observation

1       Create a new daily report or site visit, or modify and existing daily report or site visit.

2       On the Observations tab, shown below, select Add from Field Note to open the Add Observations from Field Notes dialog box.

3       Select the checkboxes for the field notes you want to add to the observation and select OK.

4       Save the daily report or site visit. The field note appears as a related item, and the daily report or site visit appears in the Related Items column for the field note.