Creating and Managing Field Notes on the Web

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. 

Permissions

*Editors can edit any Field Note, but only close the ones they created.

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. Note: If you create a Field Note with Split View open, both images will be included as the primary photo in the Field Note.

• Note: if you have your Procore or Autodesk integrations set up, you can also create Procore/Autodesk Integrated Field Notes. For more information, refer to these support articles:
  • Managing Procore Integrated Field Notes
  • Managing Autodesk Integrated Field Notes

• 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.
• 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.

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
  • 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 Share

• Click Copy link

• 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.
• Scroll to the bottom of the Field Note and select “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.

Next steps

Creating and Managing Field Notes in the OpenSpace Mobile App

If you have any additional questions please reach out to the OpenSpace Support team at support@openspace.ai.