Newforma Info Exchange Tenth Edition Help  

 

Field Notes Log

Use the Field Notes log in Info Exchange to track your field notes in the project.

To create a new field note, you must be assigned to a permission set that grants this access.

Field Notes categories

Use the Field Notes drop-down list to filter the list of field notes by category. The categories are as follows:

My Field Notes

Displays all field notes you have created for the project.

My Field Notes from Today

Displays only field notes you have created today.

My Field Notes from This Week

Displays only field notes created in the current week, from Sunday - Saturday (not the last seven days).

My Field Notes from This Month

Displays only field notes created in the current month (not the last 30 or 31 days).

Categories available to Project Center users

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

All Field Notes

This category lists all field notes for this project.

Today's Field Notes

Displays all field notes that have been started today.

This Week's Field Notes

Displays only field notes started during the current week, from Sunday - Saturday (not the last seven days).

This Month's Field Notes

Displays only field notes started in the current month (not the last 30 or 31 days).

 

Columns

ID

The ID number of the field note. Click the ID to view the field note's details in the Field Notes page.

Subject

The subject of the field note.

Created

The date the field note was created.

Author

The author of the field note.

Space

The space assigned to the field note.

Supporting Documents

Displays the number of supporting documents associated with the daily report. There are two possible icons that may appear in the field:

192-download-attached-files.png Download Attached Files

Click to download files attached to many project items directly from the log page.

 188-expired.pngRequest Expired Files

Click the image to send a request to the owner to repost the files. when the files have been removed from Info Exchange. This occurs when the transfer item has expired.

Project Center users can specify which specific documents can be shared with external team members.

You cannot add new supporting documents to a field note from Info Exchange.

Keywords

Select project keywords to add more description to the field note.

Project Center users can manually add new keywords to a field note. These new keywords are not added to the project's keyword list.

Related Items

Displays icons for any project items related to the field note. Click in the column to access the Related Items popup window, shown below. Click the hyperlink for a related item to view its details.

 

Log Page Tools

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

 

Add Field Note

Click to open the Add Field Note dialog box to add a new field note.

Export

Click to export the items in this log.

Show/Hide Column Filters

Click    to toggle on/off the column filters.

Show/Hide Group By Panel

Click  to toggle on/off the group by panel.

Show/Hide Columns

Click    to access the Field Chooser to add or remove columns from the log grid.

 

To access this page

From the toolbar, click  View > Field Management > Field Notes.

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