Management MenuManagement Menu\Problem ReportsProblem Reports\Adding Files

Adding Files

The Files section displays files related the Problem Report. Files may be related either by “Attach File” (attaches an existing file) or by “Upload File” (uploading a new file). The buttons at the bottom of the grid can be used to add, delete, modify, or view files.

Top of Page
Adding a File (Attach or Upload)

When the “+”button on the right is selected, the user is presented with two options: Attach File or Upload File.

Note: MET/TEAM can only upload files that are 50mb or smaller.

To attach an existing file to a Problem Report, select the Attach File option. The Find screen is displayed for finding the File to add. The Search Value shows the available values for “Link To”. Select Problem Report. Press the Find button. The Files displayed are those files that were previously added using the Maintenance menu Files submenu and created with the Link To set to Problem Report. Select the file to attach from the results grid and press OK.

 

The File you selected is displayed in the Files grid.

To attach a new file to a Problem Report, select the Upload File option. This option adds the File (as if the user had used the Maintenance menu Files submenu) and at the same time attaches the new File to the Problem Report.

The Add File screen is displayed with the Link To prefilled with “Problem Report”. Select the Browse button to select the File to upload.

  

When the Save button is selected, the new File is saved as a File, the Files screen is closed, the new file is attached to the current Problem Report and the Files grid refreshes on the Problem Report screen.

  

Top of Page
Deleting a File, Modifying the File Link, Viewing the File

To remove a File, highlight the record in the Files grid and select the “X” button at the bottom of the Files grid.

To modify a File link, highlight the record in the Files grid and select the Quick Link button (the 3rd button) at the bottom of the Files grid.

To view the selected File, highlight the record in the Files grid and select the Quick Link button (the 4th button) at the bottom of the Files grid.

 

Top of Page