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, go to the Field Notes log in Info Exchange.
2. Click
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. Click the Author drop-down field to open the Select Project Team Members as Recipients dialog box to select the appropriate project team member. The current user is selected by default.
7. Click the drop-down list in the Keywords field to select keywords for the field note.
8. Enter the purpose of the field note and any other comments in the Remarks tab.
9. Click Save and Close to save the field note.
To save your work and continue editing the field note, click 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.
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