Adding Notes/ Attachments to the Work Order

1. From the main menu, click on “Work Orders”.
2. Select from the menu “Work Orders”.
3. Click on the desired work order file.
4. Click on the button “Add Note/Attachment” within the work order file.
5. Set the “Date” field for recording notes and attachments.
6. Select the “Time” for recording notes and attachments.
7. Choose the “Action Performed” from the list of actions.
   • Note: To modify the actions list associated with work orders, refer to the guide “Modify Actions List“
8. Adjust the “Update Status To” field and select the desired status from the status list.
   • Note: To modify the status list associated with work orders, refer to the guide “Modify Status List“
9. Type the required notes in the attached text editor with formatting tools.
10. Click on the “Attachments” button to attach a set of files.
    • Click on the “Upload” button.
    • Select the desired set of files from your device.
    • Ensure the upload percentage of the file reaches 100%.
11. Click on the “Save” button.