You can use attachments to include information that is associated with the Works Order, for example a document, image, or spreadsheet.
You can either add a copy of the file itself, or add a link to a file or folder (like a shortcut).
- If you add a file, a copy of the file is stored with the order on the server.
- If you add a link or a folder, only the location of the file/folder is stored, for example it might be a file or folder on your network.
Tip: As a Works Orders is created, any attachments added to the built item’s Bill of Materials record will automatically be copied to the order.
View attachments
Open: Cim200 Works Orders > Works Orders > Enter New Works Order | Attachments
Open: Cim200 Works Orders > Works Orders > Amend Works Order | Attachments
Open: Cim200 Works Orders > Works Orders > Amend Works Order (Elevated Privileges) | Attachments
Open: Cim200 Works Orders > Enquiries > View Works Order | Attachments
Note: The View Works Order option allows you to see the attachments but not open or amend them.
Add a file
To add a file to the order:
- Click Add File.
- Select the file(s) that you want to add.
A copy of the file will be displayed in the list and will be marked with a status of New. The file will only be added to the order when you save it.
Tip: You can also use drag-and-drop to add files to the attachments list.
Add a link to a file
To add a link to a file:
- Click Add Link.
- Select the file(s) that you want to add a link to.
A link to the file will be displayed in the list and will be marked with a status of New. The link will only be added to the order when you save it.
Tip: You can also use drag-and-drop to add links to the attachments list; hold down the Alt key to create a link (instead of adding the file).
Add a link to a folder
To add a link to a folder:
- Click Add Folder.
- Select the folder(s) that you want to add a link to.
A link to the folder will be displayed in the list and will be marked with a status of New. The link will only be added to the order when you save it.
Tip: You can also use drag-and-drop to add folder links to the attachments list.
View or save a file, link or folder
You can view a file, link or folder from:
- The Attachments tab of the order.
To view the file, link or folder from the order
- Select the item.
- Click View.
- If you are viewing a file or link, you can either view or save it.
- To view the file, click View.
- To save a copy of the file, click Save As.
Note: To modify an attached file; save the file and edit it, and then add it as a file again (you will be asked to overwrite the old file). To modify a linked file, you just need to edit and save the file in its original location.
Delete a file, link or folder
Note: If you delete a file, the file will be removed from the server. If you delete a link or a folder, only the link will be removed, and the file or folder that is linked will remain intact.
To delete a file, link or folder:
- Select the item to delete.
- Click Delete.
- The item will be marked with a status of Deleted.
Tip: If you do not want to delete an item, select it and click Undelete.
- You will be asked to confirm that you want to delete the item when you save the order
Set a description for a file, link or folder
You can enter a description for an item in the attachments list:
- Select the item.
- Click Set description.
- Enter the description for the item and click OK.
The description will be displayed in the Description column.