Managing Attachments for Linked Work Orders

Owned by Joseph Yarborough (Unlicensed)
Mar 27, 2020

When linking work orders with attachments via the “new work order creation method”, users have the option, if enabled (speak to your ServiceChannel Representative for more information on this feature) to select which attachments migrate to the newly created, linked work order.  This is especially helpful when some of the attachments from the initial work order are sensitive in nature and or confidential.


⦿ How to Select Which Attachments are added to Linked Work Orders
  1. Navigate to the work order that you want to link to.

    The initial work order has 4 attachments.

  2. Click the More drop down menu and select Create Linked Dashboard Service Request.

  3. Complete the New Service Request, then click Next.

  4. On this screen, select which attachments are to be migrated to the linked work order.

    The initial work order has 4 attachments.

    However, only 2 attachments are selected to migrate to the linked work order.

  5. Once the selection has been made, click Submit Request.
  6. The new work order is created and only the selected attachments migrate to the newly created work order.



 


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