How do I attach documents to Status Entry?

Table of Contents :

• How do I attach documents to Status Entry in the component centre?

1.

Login to your account using the username and password provided.

 

2.

Hover over the Fleet Management tab.

3.

Hover over the Component Centre tab and Click on the Goods in tab.

4.

Select Client from the list.

5.

Select View Goods In Components and Workshop Strip Reports options from the list.

6.

Select the Year and Month from the List. It will load data into the grid.

7.

Click on the Open Folder Icon. It will open a new Window.

8.

In the new window, Select the document you want to attach.

9.

Select the required Attach Type from the list and other required fields.

10.

Click on Attach to Status Entry.

11.

In the new window, you have a list of rows available in the grid. Select one or multiple rows where you want to attach the document.

12.

Click on the ATTACH button.

13.

After clicking on the Attach button, If the same filename document is already present then it will show a pop-up message. If you still want to continue the Attachment process then click on the OK button, then the attach process will be done.

14.

It will show a popup message. Click on the OK button.

Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.