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Add Call Log Entries

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Objective

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

Background

The Call Log tracks calls that have been made and who was involved on the call. This is a good place to track calls that occurred that were not quite lengthy or detailed enough to be considered "meetings", but covered topics that should be noted.

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 Call Log.
  3. Enter the following information.


     
    • No.: This uneditable field counts the number of entries in a Log category. (e.g. The first log entry created will be No. 1. The second log entry will be No. 2).

    • Call From: Enter the name of the person who called.

    • Call to: Enter the name of the person who received the call.

    • Start: Enter the starting time by selecting the hours and minutes from the drop-down menus.

    • End: Enter the ending time by selecting the hours and minutes from the drop-down menus.

    • Description: Enter a description that may be needed to describe the entry. Pull the bottom right corner to expand the field.

  4. Click the Save button.
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Last modified
10:05, 11 Sep 2017

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