Documents
You can use the Documents page to download, upload and view documents such as installation manuals, technical drawings, and pictures. These documents are stored in a Document Management System (DMS). The documents are related to service orders, service order activities, inspections, items, serialized items, reference activities and calls.
There are several Documents pages in the app:
- Visit Documents
This page can be accessed by opening a Visit page and selecting the Documents tab. It contains the documents related to the service order of the visit. It displays all documents linked to the order, and to the related activities, inspections, reference activities and items. It also displays the finalized visit report.
Documents are linked to the service order when documents are uploaded from this page.
- Activity Documents
This page can be accessed by opening an Activity page and selecting the Documents tab. It contains the documents related to the service order activity. It displays all documents linked to the activity, and to the related inspections, reference activities and items.
Documents are linked to the service order activity when documents are uploaded from this page.
- Inspection Documents
This page can be accessed by selecting the option for an (selected) inspection. It contains the documents linked to the inspection. The 'documents’ icon on the inspection record indicates if there are any documents for the inspection.
Documents are linked to the inspection when documents are uploaded from this page.
- Call Documents
This page can be accessed by selecting the option for a (selected) call. It contains the documents linked to the call. The ‘documents’ icon on the call record indicates if there are any documents for the call.
Documents are linked to the call when documents are uploaded from this page.