Add attachments to a work order
Attach photos and documents to a work order so your team can see the problem or find the paperwork. Everyone who can see the work order can open its attachments.
Who can do this: Admin, Manager, Technician, Tenant
-
Open the work order and go to the Attachments tab.
-
Select the upload area to choose files, or drag them onto it. You can choose more than one.
-
Select Upload Attachments.
The files appear in the list under Attachments. They’re saved as soon as the upload finishes, so you don’t need to select Update Work Order.
You can also choose files while creating a work order. They upload when you select Create Work Order.
Allowed files
Section titled “Allowed files”Each file can be up to 20 MB.
| Kind | File types |
|---|---|
| Images | JPEG, PNG, GIF, WebP |
| Documents | PDF, Word, plain text |
| Spreadsheets | Excel, CSV |
| Presentations | PowerPoint |
| Archives | ZIP |
Preview or download a file
Section titled “Preview or download a file”Each file in the list has these buttons:
- Preview (eye icon): opens the file in Flex CMMS. It’s available for PDFs, images, plain text, CSV and Excel files, and newer Word files (.docx).
- Download (arrow icon): saves the file to your device.
- Delete (trash icon): removes the file.
Delete a file
Section titled “Delete a file”You can only delete files you uploaded. This applies to every role, including Admins and Managers. If you try to delete someone else’s file, you’ll see “You do not have permission to delete this file”.
When you can’t add or delete files
Section titled “When you can’t add or delete files”- The tab says “Attachments can’t be added to this work order”. Either you have the Viewer role, or the work order is closed and your facility has Lock closed work orders on. You can still preview and download files.
- You see “Cannot upload attachments - this facility is disabled”. See Disable a facility.
Who sees a new attachment
Section titled “Who sees a new attachment”- People already on the Attachments tab won’t see a new file until they switch to another tab and back.
- The Attachments column in the list shows how many files a work order has. This column is hidden at first. See Choose your columns.
- A new file can be included in the work order’s update email. See Work order notifications.