Attachments

The Attachments tab displays all attachments recorded against a Request, including ones attached via an emailed Request, attachments added to new Notes created by Technicians and attachments uploaded directly through this tab.

 

All Users can attach any type of file to a Service Request.

 

Adding an Attachment

To add an Attachment:

  1. Select a Request number ID

  2. Click Edit

  3. Select the Attachment tab

  4. Click new_sml.png

    incid_attach.png

  1. Browse and select a file

  2. Mark Private, if the attachment is not to be available on the Customer Portal

  3. Enter a file description, if necessary

  4. Select inline_upload.png to upload the file or inline_cancel.png to cancel the process.
    The uploaded attachment is automatically date stamped and shown as a File Name link with its file size.
    To open an Attachment, select the file name hyperlink.

    attachments_tab.png

  5. Requests that are part of a Request Group and have attachments uploaded within the Request Group Details Screen and are shared within the Group display group_attach.gif within the Share Column.

 

Deleting an Attachment

To delete an Attachment, select the checkbox beside the File Description then click Delete. The addition or removal of Attachments is recorded within the Audit Trail of the Request.