Order documentation

General Description

The tab of Documentation It allows Service Advisors and Mechanics to centralize all external information related to a Repair Order (RO). No more searching through emails or physical folders; now you can attach photos of damage, maintenance charts, PDF invoices, or checklists directly to the corresponding RO.

How to access?

1. Enter the details of the Repair Order (RO) you wish to work with.
2. In the navigation bar, click the tab DOCUMENTATION.

Main Features

1. Attach a new file

If the OR has no documents, you will see a message indicating that the list is empty. To add documentation:

1. Click the green button Attach files located in the upper right corner.
2. Your device's file explorer will open.
3. Select the desired document (it can be a photo of the vehicle, a PDF with technical specifications, etc.).
4. A small form will be displayed to select the type of document, which can be:
5. • Budgets
   • Maintenance schedule
   • Digital maintenance plan
   • Insurance
   • Consult the manufacturer
   • Multimedia
   • Vehicle documentation
   • Others
5. The file will be uploaded automatically and a list will appear in the section corresponding to the selected document type.

2. Edit file information (Categories and Notes)

Once a file has been uploaded, it is important to classify it correctly to maintain order.

1. Locate the file in the list.
2. Click on the actions menu icon (the three vertical dots). ⋮) to the right of the file name.
3. Select the option Edit (pencil icon).
4. In the pop-up window you will be able to:
5. • See the name from the file (not editable).
   • Category: Select the document type (e.g., "Maintenance Table") using the drop-down menu.
   • Observations: Add relevant notes about the file for other colleagues.
5. Click on ACCEPT to save the changes.

3. Delete a file

If you uploaded a file by mistake or it is no longer needed:

1. Click on the actions menu icon (⋮) next to the file.
2. Select the option Eliminate (trash can icon).
3. Confirm the action if the system prompts you.

Frequently Asked Questions and Troubleshooting

What type of files can I upload? The system supports the most common file formats used in the workshop. Please ensure your file is one of the following:

• Images: .JPG, .PNG
• Documents: .PDF
• Spreadsheets: .XLSX, .CSV

I get an error when I try to upload a file. If you see the message "Invalid file format", verify that you are not trying to upload executable files (.exe) or compressed folders (.zip), since these No They are permitted for safety reasons.

Where can I see the files I just uploaded? The files will appear listed immediately in the tab DOCUMENTATIONIf you just uploaded one and don't see it, try refreshing the page.