Site Visit form

This form displays information about the selected site visit.

Site Visit

This section lists the associated project's name and number, the site visit's name, author, status, and other information entered for the site visit.

Print

Click to print this site visit form.

Save As

Click to open the Save dialog box to create and save a PDF file of this form.

Next Action

Mark the checkbox and do one of the following:

●        Select Send to open the Send Options dialog box to choose how to send a .PDF file of the site visit and whether to record a transmittal for it.

●        Select Revert to Draft to change the status of the site visit back to draft mode.

 

To access this form

You can access this form in the following ways:

• Select a site visit, then click View Form from the Tasks panel of the Site Visits activity center.

• In Microsoft Outlook, select an Outlook itemOutlook items include email messages, calendar items, tasks, and posts. linked to a site visit (the Subject line is taggedA tag is a text identifier that Project Email appends to an Outlook item's Subject line to indicate which Project Center project and item the Outlook item is linked to. Do not edit or remove it. ),  then click File in Site Visit > Actions > View from the Project Center Add-in for Microsoft Outlook Toolbar.