Steps in the screen shots correspond to the numbers in the headings.
Attachments are never required on a Task, but may be helpful in some cases. One suggestion for using Attachments is Critical Finds. For example, a site is doing an annual PM on one of their Critical 1 Press machines. They find a broken gear so they grabbed a picture to include in their upcoming Metrics presentation to the Customer.
- Click the Choose File button.
- Choose File will open a dialog box for you to choose the item to upload.
- Enter a Description.
- Click Save.
- Once added, the attachment can be view by everyone.
Take advantage of your mobile app by taking a photo using your device for quick upload into the EFP system.
1. From the Task screen, select the ATTACH. icon.
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2. Select the blue + icon in the top right corner .
Users will be able to select a location to choose from or open the camera to take a picture to directly upload.
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3. Select one of the icons to add an attachment. The Camera icon allows you to take a picture using the iPad. The Photo icon allows you to select a photo from the iPad. The File Icon allows you to select a file from the iPad.
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4. Enter a Note of the file (optional).
5. Select Save.
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6. A confirmation message tells you that the file was successfully uploaded.
7. The attachment is uploaded and will now be able to been seen and downloaded by other users.
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While there is no size limit for attachments, we do ask that you use your best judgment.
- Larger files, like OEM manuals, should be scanned and kept in the Knowledge Base.
- The attachment section works best for documenting Critical finds, or attaching a small word document or .PDF with specific instructions if necessary.
Attaching a Link - users will be also able to attach links to the tasks under the Attachment icon.
1. Select the Hyperlinks tab under the Attach icon.
2. Select the blue + icon.
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3. Enter a title for the link.
4. Enter the URL.
5. Select Save.
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6. The link will be uploaded to the Task and a confirmation message will appear.
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