Add Documents to Work Order

Explanation

This activity is used by the contractor to add documents to an existing work order.

Prerequisites

To perform this activity, a work order which is accessible to the contractor must exist.

System Effects

As a result of this activity, documents are added to the work order.

Window

N/A

Related Window Descriptions

Active Work Orders Portlet
Report in Work Order
Connected Documents
Add Documents

Procedure

1. Click on the Report In link on the Active Work Orders portlet. The Report In Work Order page is opened.
2. Click on the WO Documents link on the header of the page. The Connected Documents page is opened.
3. Click on the Add Documents icon. The Add Documents dialog box is opened.
4. Click Add File and select the document that you need to connect to the work order.
5. To modify the document class of a single document, use the List of Values to select a value in the Document Class field.
6. To modify the document class for multiple documents, select the rows, select a document class to be used for the document in the list above the table, and click Apply.
7. Optionally, fill in the fields with document information.
8. Click OK.