Create Phone Call Entries

Objective

To create Phone Call entries in the project's Daily Log tool.

Background

Things to Consider

• Required User Permissions:
  • To create entries:
    • 'Standard' or 'Admin' level permissions on the project's Daily Log tool.
  • To create pending entries as a collaborator:
    • 'Read Only' or 'Standard' permissions to the Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permissions template. See Create Daily Log Entries as a Collaborator.

Steps

1. Navigate to the project's Daily Log tool.
2. Scroll to the Phone Calls section.
3. Enter the following information:

   • #: This uneditable field counts the number of entries in a section (e.g. the first entry created will be # 1, and the second entry will be # 2).

   • Call From: Enter the name of the person who called from the drop-down menu, or enter a new name to add it to the entry. 

   • 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.

   • Comments: Enter any comments that may help clarify the entry.

4. Click Create.

Next Step