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Administration server

42
  • Revoke a user's role (in the 'Users' section)
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Processes common to all sharemundo links solutions

119
  • Products and Services – Introduction
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  • Corporate actions - Introduction
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  • My Requests – Introduction
  • Get an overview of my employees' timesheets
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  • Record expenses - Introduction
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Processes specific to sharemundo links "Enterprise" solutions

58
  • Je veux lier un bon de commande à mon jalon
  • I want to share a milestone in the chat
  • I want to duplicate a milestone
  • I want to link a structure to a project phase
  • I want to share a document in the chat
  • Project management module - Introduction
  • Project dashboard - Introduction
  • Access and/or navigate between projects
  • Create a new project
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  • Opportunities and Offers - Introduction
  • Convert an offer into a project
  • Project actions - Introduction
  • Create a new project action
  • Project chat - Introduction
  • Participate in a discussion with the entire project team
  • Project document management - Introduction
  • Get an overview of my project documents
  • My Requests – Introduction
  • Record expenses - Introduction
  • Record an expense claim (project)
  • Finance – Introduction
  • Create a new invoice (project)
  • Item evaluations - Introduction
  • Add a photo to the 'Element evaluation' module
  • Add a note in the 'Element evaluation' module
  • Add a sketch in the 'Element evaluation' module
  • Add an audio recording in the 'Element evaluation' module
  • Add a document in the 'Element evaluation' module
  • View an element / object ('Element evaluation' module)
  • Modify element/object properties ('Element evaluation' module)
  • Delete an element / object ('Element evaluation' module)
  • Managing Project Phases and Milestones – Introduction
  • Get an overview of project phases and their status
  • Get an overview of the project milestones
  • Add a project phase
  • View project phase details
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  • Closing a project phase
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  • Add a project milestone
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  • Delete a project level
  • Duplicating a project phase
  • Site reports - Introduction
  • Get an overview of all site reports (for a given project)
  • Add a site report
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  • Delete a job report
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  • Print a job report
  • (Project) Configuration - Introduction
  • Modify project configurations
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Processes specific to sharemundo links "Energy Consultant Solution".

1
  • Financing - Introduction
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  • Processes common to all sharemundo links solutions
  • Link an observation to an event

Temps de lecture: < 1 min

Link an observation to an event

This feature is common to all sharemundo links® solutions.

Step 1: Go to the “Calendar” section from the left-hand navigation menu.

Step 2: Click the item to which you want to add a comment.

Step 3: Click "Related Observation," then "Manage Related Observation."

Step 4: Select the observation(s) you want to link. Confirm your selection.

The comments are related. You can close the window. Don't forget to save your selection.

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