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Upload a Document or Photo to a Works Order |
1. Select Works Orders from the navigation menu on the left.
2. Search for the works order from the Quick Search or Advanced Search functions.
3. From the Works Orders region, select the WO Ref for the required works order to open it.
4. From the Works Order Dataview screen, select Works Orders Attachments from the top navigation links.
5. From the Attachments region, select Document Upload.
6. On the Document Upload window:
- select Choose File to search for and select the required photo or document
- in the Document Date field, enter the current date.
- in the Comments field, enter a brief description about the photo of document.
Select Save.
7. The photo or document will now display under the Attachments region.