Essential Resources: To complete this training you must have access to ScreenSteps.
This training course will take you through the the process of viewing attached hyperlinks on a Task.
The Planner/Scheduler can add a hyperlink to the Job Plan in the Planner Portal. Because those will flow all the way to the task, every time the task is generated, that is the most efficient way to do it if you want the same link to be available on a all subsequent tasks.
If the task has already generated, the Planner Scheduler can also add the link in the Planning Wizard.
Any link that has been added by the Planner Scheduler or through the Planner Portal can only be deleted by someone with Supervisor access.
1. Highlight the row to load it.
2. Click on the Attachment icon.
3. Select the Links button.
4. If any hyperlinks have already been added to the Task, they will show up in the box listed here.
5. The URL can be deleted or edited by clicking on the three vertical dots at the end of the line.
If the user created the Attachment/Link.
6. A confirmation window will pop up for the edit/delete.
Confirm by selecting Save/Yes.
7. A confirmation message in the upper right corner of the portal will appear stating that the task was updated.
8. The Edit and Delete options will only be available if the attachment or link was created the user.
Or if the user has Supervisor credentials. Otherwise the user will see the following message.
If you have a link that you would like to see added to the Task's Job Plan going forward, please add the link using the feedback icon so it gets added on the Job Plan.