Notepads Log Window


The Notepads log window provides a place to keep track of miscellaneous details, such as comments, work lists, and reminders. This log window is a collection of individual notepad documents, enabling you to store related documents in a single log.

From this window, you can view existing Notepads, edit an existing notepad document, or create a new notepad document. You can also print a report or a form.

Buttons, Drop-Down Lists, Icons, and Links:

Add Document

Click to add a new document.

Print Report

Click to print the default report.

Print Preview

Click to display the page that will be printed.

Select an action

Click to display the list of actions you can perform on the current window.

Layout

Click to select a different layout for the log window.

Edit Document

Click to open the document in Edit mode.

Find

Click to filter all items in the active table by a particular word or phrase.

Transmittals Queue

Click to display the items in the Transmittals Queue. From there you can select the create or remove functions that you want to perform on a transmittal.

User Productivity Kit

Click the User Productivity Kit link to launch the User Productivity Kit (sold separately), which you can use to view context-sensitive tutorials specific to the page you are viewing.

The Applicable Content checkbox will be marked. If specific tutorial content exists, select the appropriate link to display it. If specific tutorial content does not exist, clear the Applicable Content checkbox to choose from the list of available general tutorials.

Control Center

Click to return to the Workspace.

Columns:

Description

A description of the types of documents stored in this notepad. Click to open the Notepad document window in View mode.

Notepad

An abbreviation for this notepad document.

Contract

The contract, if any, associated with the notepad document. Click to open the Contract Document Window.

Ball in Court/BIC Contact

The company and contact currently responsible for this item.

Priority

The priority level for this item, which will appear in the BIC’s Action List.

Coordinator/Coordinator Contact

The company and contact coordinating the notepad.

Custom Field columns

Each custom field assigned to the issues table is shown with applicable values. Custom fields enable you to define additional information about a project; define them outside the project by right-clicking on the top-level folder (All Projects) in the Project View and choosing Custom Fields.

Select an action

This drop-down list appears at the right of each document listed in the log. Click to open a list containing actions you can perform.

How to access this log window:

Expand the Communication folder in the Project View and click Notepads.



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Last Published Wednesday, June 17, 2015