To add an attachment to a repair request

Any number of file attachments can be linked to a repair request, providing contextual background to underpin its identification, diagnosis and all related progression activities. Images, correspondences and video clips - indeed any electronic documents of a standard file type – that are submitted in support of a reported maintenance issue can all be stored centrally against the original record.

The procedure to add an attachment to a repair request is as follows:

1. Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Repair Requests (contact summary 360 view) or Repairs (for an asset) 2. The Repairs History tile (or Repairs tab) is activated, revealing a list of all recorded repairs in the Repairs History summary table.
4. Double-click on the row containing the specific repair request to be appended with a file attachment. The Repair Request window is displayed.
5. Click on Attachments. The Attachments tab is activated.
6. Click on New Attachment. The Attach Files window is displayed 3.
7. Browse to the intended file using the Select Files... navigation button. The file name is displayed in the Browse network files field.
8. Enter the Attachment name into the field provided 1.
9. Use the Description field to add contextual notes that detail the background to the attachment.
10. Click on Save. The attributes of the file, including the type, are displayed in the Attachments summary table 4.
11. Repeat steps 6 through 10 to add further attachments to the repair request.

Tip

1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all attached files.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 File attachments of type DOC, PDF, JPG, GIF, PNG, BMP, HTML, WAV, WMV and MP4 are all supported.

4 Use the summary table Menu option to hide or reveal additional columns of information; apply the standard 'drag and drop' technique to reposition columns into a different order.

See related topics...

Repairs request management overview

To raise a repair request

To define the user profile

Using the search facility