Set Up Site Visits

Perform the following steps to set up site visits on Info Exchange.

To set up site visits

●        The Site Visits 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 Site Visits log. For information on assigning a project team member to a permission set, please see Permission Sets.