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Service call and task attachment information is described in these sections:
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You can view and mark up attachments that originate in Service Management or in MobileTech. File formats for attachments, such as PNG or PDF, are displayed when you choose the Attachments tab for a service call. So if more than one document is associated to the service call, you can easily see the file types. See Additional attachment options in MobileTech that are available after you have added the attachment.
Note: If an attachment is too large to be downloaded during normal processing, an Attachment pane will display this information. You also can use this pane to manually download the attachment.
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You can view attachments for tasks that originated in Service Management, and you can add new attachments to tasks from your mobile device. You can also use your mobile device to mark up attachments for tasks. See Additional attachment options in MobileTech that are available after you have added the attachment.
- Choose Service Calls. Select a service call, choose More, and then choose the Tasks tab.
- Select a task, choose More, and then choose the Attachments tab.
- Select an existing attachment to view or change. Go to step 4 to create a new attachment.
- Choose More to see information about the file. The task ID and date are displayed and can't be changed. You can change the description of the attachment, if needed, and then save the changes.
- Choose Markup to mark up the attachment. For example, if the attachment is an image of a piece of equipment that needs a part replaced, or to call out damage to the piece of equipment, you can mark up the area on the image. You can also write on the image.
- To create an attachment, choose the New icon.
- Enter a description for the attachment.
- Choose the File tab, and then choose the Attach File icon.
- Choose Choose Picture or Select File. Go to the location where the picture or file is stored. Select the picture or file, and then choose Open. The attachment is displayed in the Attachment pane.
- Choose the Save icon. After you attach a file, the file description and type are shown on the Attachments tab for the task. The attachments also are displayed on the Inspection report.
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