Attachments

This document explains how attachments should be managed by ClickHome administration and supervisors so that the correct documentation is available to the suppliers in JobFile.

1. Firstly, a ClickHome admin user (or ClickHome consultant) needs to setup the document categories. 
   This will determine which document categories are automatically sent or not sent to the suppliers when a document is uploaded.
   1. if bSupplierAccess = 1 is against a document category then any document with this category will be sent to the supplier and it will be stored in JobFile
   2. if bSupplierAccess = 0 is against a document category then any document with this category will NOT be sent to the supplier and therefore it will NOT be stored in JobFile
      
      

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2. Next, when uploading a document to a job or task from a mobile device it will be sent to the supplier in JobFile IF;
   1. the check box next to the document in the linked docs section is ticked when the task is scheduled or;
      
   2. if you upload a document using the 'Take Photo' or 'Choose from Library' function in the task options page;
      
      
      
      

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3. When uploading a document to a job or task in the web interface 
   1. If you tick the checkbox 'Supplier Access Visible' then the document will be sent to JobFile for the supplier to access or;
   2. If the document category you select allows suppliers to access it (see above #1) then it will be sent to JobFile for the supplier to access.