Create a note or issue in a daily plan

  1. Open your daily plan.

  2. Click the Notes/Issues tab.

  3. Click the Add icon in the upper left, and then select Add noteor Add issue.

    If there are no existing notes, you can also click Add note or Add issue in the notes area on the right.

  4. For a note, enter a description for the crew in the text field. For an issue, enter an issue name and issue start date.

    For an issue, you can also select a task associated with the issue.

  5. You can tag notes or issues. Tags are defined by your organization and project. Click Add tags, and then select a tag in the slide-out panel. Click Done to close the slide-out panel.

  6. You can associate notes or issues with tasks, employees, equipment, and components in the daily plan. Click Add associations, and then select associations in the slide-out panel. Click Done to close the slide-out panel.

  7. You can attach photos to a note or issue. Under Photos, click Browse Photos, and then select an image file. A preview of the photo is shown.

    You can add up to 20 photos to a plan.

  8. Click Done.