The procedure to view a linked attachment within a repair works order is as follows:
- Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address
1.
- 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 (
).
- 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.
- 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.
- 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.
- 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.
- Click on Attachments. The Attachments tab is activated, revealing a list of all files linked to the works order in the Attachments summary table.
- Highlight the specific row matching the attachment to be viewed.
- Click on View Attachment. The Attachment Viewer window is displayed, revealing the document, image or video clip.
- Click on Close.
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.
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 define the user profile
Using the search facility
