Set Up Field Notes

Perform the following steps to set up field notes on Info Exchange.

To set up field notes

●        The Field Notes log must be configured to display on Info Exchange for the current project. To configure the project to display the log on Info Exchange, please see Make a Project Center Project and Its Activity Centers Available on Info Exchange.

●        You must be a member of the project team. To add a new member to the project team, please see Add New Project Team Members.

●        You must have access to the project on Info Exchange. To grant access to the project on Info Exchange to project team members, please see Add New Project Team Members.

●        You must be assigned to a permission set that grants access to view the Field Notes log. For information on assigning a project team member to a permission set, please see Permission Sets.

 

Newforma Field Notes Mobile App

The Field Notes app allows you to capture, track and log project photos, video and audio from your mobile device. For more information on setting up the Field Notes app, please see the Newforma Mobile Apps topic.