Créer des entrées de note

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.

• Autorisations utilisateur requises :

  • Pour créer des entrées :

    • Autorisations de niveau « Standard » ou « Admin » dans l’outil Rapport journalier du projet.

  • Pour créer des entrées en attente en tant que collaborateur :

    • Autorisations de niveau « Lecture seule » ou « Standard » dans l’outil Rapport journalier du projet avec l’autorisation granulaire « Entrée des collaborateurs seulement » activée dans votre modèle d’autorisation.

• Informations complémentaires

  • Les entrées effectuées par les collaborateurs sont marquées comme « en attente » jusqu’à ce qu’elles soient approuvées par un administrateur.

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.