Create Field Note dialog box

Use this dialog box to log a field note.

Subject

Enter the subject of the field note.

ID

The ID number of the field note. You can edit it.

Author

Click to open the Choose a Project Team Member dialog box to select the project team member who created the field note.

Created

Select the date the field note was created.

Space

If the field note is related to a space, click to open the Choose Space dialog box and select the space.

Remarks tab

Enter any comments about the field note in this tab.

Email Log tab

This tab lists all email messages associated with the field note.

You can copy and paste and drag and drop email messages from Microsoft Outlook and Windows Explorer into this tab.

Double-click an email message to open it in Microsoft Outlook or the Project Center Email Viewer. From there, you can reply to or forward the message.

The number in parentheses indicates the number of email messages filed to the field note.

When you select an email message, a preview of it is displayed in the Preview tab.

Supporting Documents tab

Use this tab to attach media or other files to the field note, and to view attached files. For example, if a particular video is related to the field note, you can use this tab to attach the video file to it. Another example is if you receive a file with a field note, mark it up, and want to send the marked up file to a reviewer.

The number in parentheses indicates the number of files that are attached to the field note.

You can copy and paste and drag and drop files from Windows Explorer into this tab.

You cannot add files to field notes on Info Exchange.

Preview tab

A preview of the selected file appears here.

Related Items tab

This tab lists all related Project Center items for the selected file.

Related Items tab

This tab lists all related Project Center items for the selected field note.

Relate to >

Click to select an existing project item and establish a relationship between it and the currently selected field note. This gives you the ability to link two items that are related together. (For example, a markup session that is related to a field note.) Select Another Project Item to open the Select Project Item dialog box to locate an item that is not in the list. When you create a relationship between two items, each item’s icon is added to the other item’s Related Items column and tab.

Share with External

Click and select Yes to allow the selected web link to be shared with external project team members through Info Exchange.

Remove

Click to unlink and remove the selected project item from the Related Items tab.

Removing a related item from the Related Items tab does not remove it from the database.

The Relation Type column  has two icons to indicate the relationship type:

The icon indicates that the relationship was created by a user and can be deleted (such as an action item related to a field note).

The icon indicates that the relationship was created by Project Center and cannot be deleted (such as a transmittal or record copy related to a field note).

Change Log tab

This tab displays a history of the actions taken on the field note, including when it was created, modified, who was involved, and any details.

Keywords

Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for.  to the field note.

Click to spell check the fields in this dialog box. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

To access this dialog box

Click Create Field Note from the Tasks panel of the Field Notes Activity Center.