Add Documents and Pictures
Add documents or pictures to a Work Request
Select a Work Request from a list to manage it. Then select the Documents tab (paper icon).
On the Documents tab you can capture pictures from your device camera or upload documents to the Work Request. The top section holds 4 document or pictures. The bottom section allows you to upload an unlimited number of other documents and pictures, or link to online documents.
Upload Photos or Documents
The top section has 4 places to upload documents. These correspond to the Document 1 through 4 fields in the Maintenance Console. If a photo is uploaded already the box will show a thumbnail preview image. If a document is upload it will show an icon indicating what type of file it is.
Empty document spots will show a + button in the center. Click or tap the + in the box. On a desktop computer that will open the system dialog to select a document or picture for upload. On a phone or tablet that will open the device camera to capture a photo. Depending on the mobile device's operating system, you may also be able to upload a document or already taken photo as well.
Upload Additional Documents
The bottom section allows you to upload an unlimited number of additional documents and photos as well as link to online resources. Click the + button in the bottom, right to go to the Add Document page.
Upload Document
Enter a Document Name. Click the + in the document box to upload or capture your document or picture. You can optionally add a description. Switching on the "Lock Document?" option prevents other users from updating or replacing this document.
Click the "Save" button to save the document.
Link to a URL
To reference an external online document or image, switch on the "Link Document?" option. The document box will hide and the Document URL field will show. Enter the URL and tap "Save".
Delete a Photo or Document
To delete a photo or document from the top section, click the X button at the bottom, center of the document box.
To delete a document or link from the bottom Additional Documents section, tap the pencil icon on the right side of the document card. Then click the trash can icon at the top, right to delete the record.
Last updated
Was this helpful?