You can append documents to the work order reports so your setup teams can see room layouts or other important details. For example, you can attach a diagram of the table layout of a banquet setup and it is appended to whichever work order report you choose to print or email.
The document does not display in the report preview window but is appended when the report is printed/emailed.
You add work order attachments from the service order. To add an attachment to a work order:
- Click the Events link from the Main Menu. The Events page opens.
- Select the event for the work order document.
- Right-click and select Edit. The Edit Event window opens.
- Select the Service Orders tab.
- Select the service order with the work order that needs the document.
- Right-click and select Edit -> Edit. The Edit Service Order window opens.
- Select the Documents tab.
- Click the arrow next to the Add button.
- Select to add a new document (Add) or import an existing document (Import Document(s)). The Add Document or Import Document window opens.
- Check the Publish check box. This indicates that the software needs to append the document to the work order report. A Department drop-down becomes available.
- Select the department(s) to receive the document with the work order report. For example, selecting Food Service for the department appends the document to the work order report only for Food Service work orders. Any other department work orders do not include the document. You can select All Work Orders to append the document to all work orders for the service order.
- Click OK (if adding a new document) or Import (if importing an existing document).
When you print or email the work order, a prompt displays with an Include Work Order Attachments check box. Check this check box to append the document to the work order report.
If the work order attachments are not appended to the work order, check the following:
- Verify the Publish check box is checked on the Document Properties window for the document you want to append (step 10 above). If you cannot see this checkbox, add it to your screen via Edit Layout.
- Verify the correct department(s) is selected in the Department drop-down on the Document Properties window (step 11 above).
- Verify the department selected in the Department drop-down on the Document Properties window matches the department of the work order you are printing/sending.
- Verify the Include Work Order Attachments check box is checked when printing/sending the work orders.
- Verify you attached the document to the correct service order. You must attach the document to the service order that generates the work order.
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