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Add Notes Log Entries

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Objective

To add an entry to the Notes Log of the Project level Daily Log tool.

Background

The Notes Log tracks any additional issues that occurred throughout the day. This is a good place to log miscellaneous items that don't necessarily fit in any of the other logs or tools provided. Tag notes as issues and run dedicated reports on them.

Things to Consider

  • Required User Permissions: 'Standard' or 'Admin' on the project's Daily Log tool.

Steps

  1. Navigate to the project's Daily Log tool.
  2. Scroll to the Notes Log.
  3. Enter the following information.


     
    • Issue?: Mark this checkbox if the note being added is an issue affecting the project.

    • LocationSelect or enter a location from the Location drop-down menu.
      (Note: You have the option to select an existing location from the list, or you can Add a Multi-tiered Location to an Item.)

    • Comments: Enter any comments that may be needed to further describe the entry. Pull the bottom right corner to expand the field.

    • Attachments: Attach any additional files to the log entry. Click Attach File(s) to select a file from your computer, or drag-and-drop the file from your computer to the gray area designated by Drag and Drop your File(s).

  4. Click the + Add button.
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Last modified
15:54, 13 Sep 2016

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