Managing Work Order Files

The Work Order Files table lists all of the documents and images that have been uploaded, typically by the agent or the dispatcher, to the Work Order. The table allows dispatchers and technicians as well as agents to review these uploaded files for auditing and scheduling purposes.

Mobileforce displays the Files table on the Work Order page, allowing you to review all associated files for order in tabular format.

Additionally, you can click the button to open the table in its own window.

Adding a file to a work order

To add a new file to the work order, do one of the following:

• Click the button from the Files section of the Work Order page.
• Click the button from the Files page.

Specify the following information and click Create:

• User:
  Lists the name of the user who added the document to Mobileforce FSM.
• Parent Object Type:
  This is set to Work Order.
• Parent:
  Lists the name of the Work Order associated with the document.
• File Title or Description:
  Enter the title of the file or describe its contents.

To upload a file, click the Upload New button and then click Upload File to select a local file from your computer and click OK.

If you want to replace a file that has already been uploaded, click the Clear button before selecting Upload New.

Additional actions

Additionally from the Work Order table you can do the following:

• Click to open the file entry.
• Click to delete a task.