Create Note Entries
Objective
To create Notes entries in the project's Site Diary tool.
Background
Things to Consider
- Required User Permissions:
- To create entries:
- 'Standard' or 'Admin' level permissions on the project's Site Diary tool.
OR
- 'Standard' or 'Admin' level permissions on the project's Site Diary tool.
- To create pending entries as a collaborator:
- 'Read Only' or 'Standard' level permissions on the project's Site Diary tool with the 'Collaborator Entry Only' granular permission enabled on your permission template. See Create Site Diary Entries as a Collaborator.
- To create entries:
- Additional Information
- Entries made by collaborators are marked as 'pending' until approved by an administrator.
Steps
- Navigate to the project's Site Diary tool.
- Scroll to the Notes section.
- Enter the following information:
Tip! Certain fields in the Notes register can be configured as required, optional or hidden in the Company level Admin tool. See Create New Configurable Fieldsets. - Click Create.