To add an attachment to a repair works order

Any number of file attachments can be linked to a repair works order, providing contextual background to underpin all fulfilment activities. Images, correspondences and video clips - indeed any electronic documents of a standard file type – that are submitted in support of the confirmed tasks and their successful completion can all be stored centrally against the original record.

The procedure to add an attachment to a repair works order 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 against which a works order attachment is to be appended. The Repair Request window is displayed.
5. Click on Orders. The Orders tab is activated, revealing a List of Work Orders raised against the repair request, as displayed in the corresponding summary table.
6. Double-click on the row containing the specific works order to be appended with a file attachment. The Works Order window is displayed, revealing all details pertinent to the fulfilment of the order.
7. Click on Attachments. The Attachments tab is activated.
8. Click on New Attachment. The Attach Files window is displayed 3.
9. Browse to the intended file using the Select Files... navigation button. The file name is displayed in the Browse network files field.
10. Alternatively, where the intended file is maintained within an Electronic Document Management system, copy its unique web address into the EDM file URL field provided 4.
11. Enter the Attachment name into the field provided 1.
12. Use the Description field to add contextual notes that detail the background to the attachment.
13. Click on Save. The attributes of the file, including the type, are displayed in the Attachments summary table 5.
14. Repeat steps 8 through 13 to add further attachments to the repair works order.

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 The system preference Allow EDM documents as case attachments governs the availability of this option; an Integration Management service configured for the incumbent EDM System supplier must also be operational.

5 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 order management overview

To remove an attachment from a repair works order

To view a linked attachment within a repair works order

To create a repair order

To define the user profile

To define a system preference value

Using the search facility