How many different ways can I use file attachments on a task? When should I use each one?

Task Type Attachments

Task Type Template - Attachments

Attachments will not show up in emails

This is utilized you want to attach a default attachment that is based on the type of work involved

Task Type is to Maintain a specific type of compressor

You may have a maintenance guide that you want available as a default attachment for this

Task Type Setup of Attachments (click image to enlarge)

Task Details of Attachments (click image to enlarge)

Asset/Location Attachments

Asset Management Setup

Attachments will not show up in emails

This is utilized you want to attach a default attachment that is based on the location of the work

A certain site is known to have H2S. You want to provide a digital Material Safety Data Sheet that shows up every time you assign a task to this location.

Asset Mgmt Setup of Attachments (click image to enlarge)

Task Details of Attachments (click image to enlarge)

Ad Hoc Attachments

Ad hoc when you are working with the task

Ad hoc attachments will show on emails - but may not show up past 2 attachments

You need to take a picture while executing the task

Take a picture of work completed, issues found, etc.

Task Details of Attachments (click image to enlarge)

Comments Attachments

Ad hoc when you are working or communicating on a task

Comment attachments will not show up in emails

You need to take a picture while executing or communicating about the task

Take a picture of work completed, issues found, etc.

Task Comments of Attachments (click image to enlarge)

Form - Single Attachments

As part of the form element for single file uploads that is setup on a form

Form attachments will not show up in emails

You need to take a picture as part of a form

On an AVO inspection form - you answered “Yes” to the question “Is it flaring” and you now have to attach an image as part of the inspection form

Form element Details (click image to enlarge)

Form - Multiple Attachments

As part of the form element for multi file uploads that is setup on a form

Form attachments will not show up in emails

You need to take multiple pictures as part of a form

On a troubleshooting inspection, you have completed filling out the form and you need to attach pictures of the issue(s) from various angles

Form element Details (click image to enlarge)