If a site note was saved against the wrong site, needs more detail, or should have been marked as a near miss, you can open it and update it. You can also delete a note that's no longer needed.
Editing a site note
Select the Chime Time tile.
Select the Site Notes tab.
Double-click the note you want to change.
The Site Note window opens on the Details tab.
Make your changes:
To change the site, select the pencil icon next to the site name and choose the correct site.
Update the text in the Note box.
Tick or untick Near miss.
To add or remove photos and files, select the Attachments tab.
Select Save.
Your changes now show in the Site Notes table.
Deleting a site note
Find the note in the Site Notes table.
Select the bin icon at the end of the row.
Pop up will appear asking you to confirm deletion
Confirm Yes.
The note is deleted and removed from the Site Notes table.
Use Case
Site managers, contracts managers and project admins - Use it to correct a note logged against the wrong site, add missing detail or photos, or turn a note into a near miss after the fact.
đĄ Tips
Clicking a row once only ticks it. Double-click to open the note.
Check the site is right before saving. The note moves to whichever site you choose.