To modify the details of a linked attachment within a repair works order

The procedure to modify the details of a linked attachment within 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 has been 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 with one or more linked file attachments. 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, revealing a list of all files linked to the works order in the Attachments summary table.
8. Double-click on the specific row matching the attachment record to be updated. The Update Attachment window is displayed, revealing the current name of the file attachment.
9. Enter a New name for the file attachment into the field provided 1.
10. Enter a revised Description for the attachment, providing contextual background as to the origin and purpose of the file.
11. Click on Confirm. The proposed changes to the attachment record are displayed in the Attachments summary table.
12. Click on Save.

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.

See related topics...

Repairs order management overview

To add an attachment to a repair works order

To remove an attachment from a repair works order

To view a linked attachment within a repair works order

Using the search facility