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Task Documents

The Task Documents menu allows users to download and upload documentation, including capturing images directly from their mobile devices.

File Restrictions​

Upload Limits​

Each task has the following upload limitations:

  • Maximum File Size: 10 MB per file
  • Maximum Number of Files: 20 files per task

Once either of these limits is reached, you will no longer be able to upload additional files to the task until you delete some existing ones.

Accepted File Types​

The Operative App supports the following file types:

  • Documents: .csv, .xlsx, .xls, .pdf, .doc, .docx, .json, .ppt, .vsd, .rtf
  • Images: .png, .jpeg, .jpg, .heic, .heif
  • Archives: .zip

If you need to upload file types not listed above, please contact us for a review.

Viewing Existing Documents​

The Existing Documents tab allows users to view and download any files that have been uploaded to the task.

No Documents Message​

If no documents have been uploaded to the task, a yellow alert will appear stating "No Documents".

No Documents Alert

Downloading Documents​

Documents are displayed as cards under the Existing Documents tab.

Card Structure:​

  • Header:

    • Left: Name of the user who uploaded the file
    • Right: Date and time of the upload

  • Content:

    • File Name
    • Download Link
Document Card

Uploading Documents​

Uploading on Desktop​

To upload documents on a desktop:

  1. Drag and Drop:

    • Drag files from your system's file explorer and drop them into the "Drop files here to upload" box.

  2. Browse Files:

    • Click on the "Drop files here to upload" box to open the file explorer and select files manually.

  3. Upload Files:

    • After adding files, they will appear in the upload box.
    • Click the "Upload Document(s)" button to initiate the upload process.

Note: Refer to the File Restrictions section to ensure your uploads meet the size and file type requirements.

Uploading on Mobile​

To upload documents on a mobile device:

  1. Open File System:

    • Tap on the "Drop files here to upload" box to open your device's file system.

  2. Capture and Upload Photo:

    • You can take a photo and upload it in a single action.

Important: Modern smartphones and tablets capture extremely high-resolution images by default. To avoid exceeding the file size limits with just a few images, consider lowering your device's default image settings before uploading.

Uploading Documents on Desktop Uploading Documents on Mobile

Deleting Documents​

Currently, the system does not allow Maintenance Operatives to delete uploaded files, including those uploaded by themselves. To have a file removed from the system, please contact an Admin user.

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