Add a Field Note

Follow these steps to create a field note in Info Exchange.

To create a field note on Info Exchange you must be a member of a permission set that allows creation of a field note.

To create a field note in Info Exchange

1       If you are not already there, open the Field Notes log from the View > Field Management menu.

2       Select Add Field Note to open the Add Field Note dialog box, shown here:

3       Enter the subject of the field note.

4       The ID field is automatically populated though you can manually enter a value if preferred.

5       Select the date the field note was created. The current date is selected by default.

6       Select Author to open the Select Project Team Members as Recipients dialog box. Select the field note author. The current user is selected by default.

7       Select Keywords to add keywords for the field note.

8       Enter the purpose of the field note and any other comments in the Remarks tab.

9        Select Save and Close to save the field note.

To save your work and continue editing the field note, select Save.

Once the field note is created, a Project Center user can continue processing it. For more information on completing a field note, see the topic titled: Modify a Field Note.

 

Related Topics

Field Notes Overview

Field Notes Log

Modify a Field Note