Create Note Entries

The Notes section allows you to add any additional information relevant to the day. It serves as an ideal place to enter miscellaneous items or issues that do not fit into the other log sections or tools. You can also mark specific notes as issues to generate dedicated reports on them.

• 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' level permissions on the project's Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permission template.

• Additional Information:

  • Entries made by collaborators are marked as 'pending' until approved by an administrator.

1. Navigate to the project's Daily Log tool.

2. Scroll to the Notes section.
   You can also use the left navigation menu to quickly navigate to the Notes section.

3. To create an entry, add information to the fields.
   You can configure specific fields in the Notes log as required, optional, or hidden in the company level Admin tool.

   Note: Click the caret icon > to expand and v to collapse the field names and their descriptions below.

   Notes - Field Names and Descriptions

   • Company: Select the company name for which you are creating this log entry.

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

   • Location: Select the location from the dropdown menu.
     Note: See How do I add a multi-tiered location to an item? to add a location using other tools or create a new location for the project.

   • Comments: Enter any comments or additional information that further describes the entry (if required).

   • Attachments: Attach any additional files to the entry. To attach the files, do one of the following:

     • Click Attach File(s) and then drag-and-drop a file from your computer to the Drag and Drop your File(s) area.
       OR

     • Click Upload Files to select a file from your computer.

4. Click Create.
   The log entry is created or added.