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Add a Data Field for a File Attachment
Add a Data Field for a File Attachment

Attach a file, PDF document to a maintenance Task.

Joann Wilson avatar
Written by Joann Wilson
Updated over a week ago

Data fields are entered within a Maintenance Task. If you haven't already started entering your Maintenance Task, select the link below then refer back to this page. 

Steps to Add a Data Field for Attaching a File:

1. Under the maintenance task information you have already entered select "+ Add Data Field"

2. If it is not required that this Data Field is entered to complete the task, uncheck the box next to "required"

3. If data is confidential, check the box next to "Is Confidential"

4. Enter the Field Label

5. From the drop down box next to Field Type, Select "File Attachment"

6. This will provide the user a button to select to attach a file

7. Select "Save Task" when you have added all the data fields necessary

8. When you have completed the rest of the instruments tasks select "Finish"

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