Permissions
Task | Viewer | Editor | Site Admin | Org Admin |
Viewing Field Notes | ✓ | ✓ | ✓ | ✓ |
Creating Field Notes |
| ✓ | ✓ | ✓ |
Editing Field Notes |
| ✓* | ✓ | ✓ |
Sharing Field Notes | ✓ | ✓ | ✓ | ✓ |
*Editors can only edit Field Notes they have created
Overview
The Field Notes feature is built so you can quickly capture details about your project for visual communication with team members. Field Notes organizes 2D images and comments in OpenSpace to help you keep track of observations, flag issues, streamline punch lists, speed up RFIs, and more. This article covers how to manage your Field Notes on the web. (To learn about using Field Notes in our mobile app, head to: Field Notes: OpenSpace Mobile App.)
Note: Starting in November 2024, you’ll see a new interface for Field Notes in the desktop app—a new list view that makes finding, editing, and sharing Field Notes more efficient.
Viewing Field Notes
Click into an existing OpenSpace project.
Select Field Notes on the left-hand menu.
In the Field Notes window, you’ll see a list of all Field Notes created for your project.
To search for Field Notes, you can use the search bar or use any of the following filter options to narrow down what you’re looking for: For me, Tags, Status, Due date, Assignee, Date created, Zones, Sheets, and/or Creator.
To reorder the data on any column header, clicking the arrow next to the column name.
You can also drag column headers to different positions and resize the columns.
Click on a Field Note to open it in a side bar view.. Note that you can resize the side bar.
Creating Field Notes
Below are the steps for creating Field Notes from your desktop. You can add a Field Note on any published 360 video or 360 photo.
In your capture, click the Create a Field Note icon in the top center of your screen.
Your mouse becomes the Field Note icon. Click where you want to place your new Field Note.
Update the options in the new Field Note as desired:
Description
Status
Assignee
Email alerts
Tags
Due date
Attachments
Click Save when done.
Note: You can link your Field Note to other tools with our available integrations. For more details, visit our Integration section.
Congrats! Your new Field Note is now visible on the sheet and mini map and within the capture walk path.
Editing a Field Note
To edit a single Field Note, you can do so from a capture or in the list view.
Click on any Field Note to open it.
Make your edits to any fields as needed. Note that most fields will save automatically with the exception of Description which has a save button.
Editing Field Notes in bulk
Navigate to the Field Notes list view.
To manually select multiple Field Notes for editing, check the boxes in the ID column. Or, filter for a group of Field Notes you want to edit using options like Assignee and Status. Then click the box next to ID in the left column to select your filtered group.
Click the blue Edit button in the bottom center.
Choose an option from the list to apply bulk edits:
Assign to user
Assign to me
Available to Site Admins or higher
Change status
Close Field Notes
Add tags
Remove tags
Set due date
Add email watchers
Remove email watchers
Follow the prompts and then select Update to confirm your bulk edits. Note: On this screen you have the option to select Don’t show me this message again.
Sharing a direct link to a Field Note
You can share a Field Note with another project team member from a capture note pin or from the list view.
Open the Field Note by clicking on the icon in the capture or the line within the list view.
Click the three dots at the top of the Field Note, then click Share Field Note.
Your shared link will take the recipient directly to that Field Note in the project. Note that shared links can only be accessed with team members that have an OpenSpace account and access to the project.
Deleting a Field Note
You can delete a Field Note from a capture or from the list view.
Click on the Field Note to open it.
Click the three dots at the top of the Field Note, then click Delete Field Note.
A pop-up window will ask Are you sure you want to delete this Field Note?
Click Delete to confirm.
Click Cancel if you do not want to delete the Field Note.
If you have any additional questions please reach out to the OpenSpace Support team at support@openspace.ai.