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Upload installation documents and photos

This Task is :

  • triggered the day after a Customer’s Installation is scheduled.
  • for off-app Jobs only.
  • done by Prime Documents Operations.

In it, you’ll upload Installation artefacts to the Platform, such as the Commissioning sheet and photos.

Next task

File formats and names

You can upload:

  • PDF documents
  • Zip files
  • Images file formats

In the Task, you will be asked to upload files for a specific category. Categorised files will be updated with the appropriate name and stored in the relevant record.

Steps

To complete this Task:

  1. Upload the required files in the relevant section. To do this:
    • Select + Choose to open the file picker.
    • Select and add the commissioning sheet and installation photos.
    • Wait for file upload to be marked as completed.
  2. Click Complete