In this article, you'll learn how to activate the mandatory attachments for work order reporting. 



TABLE OF CONTENTS

1. Preparation before starting


To be able to configure and test this capability, you need the following elements:


  • An admin account which can perform the configuration of entity details;
  • The Direct app is installed from your Infraspeak Hub;
  • A mobile with the Infraspeak Next app, updated to the latest version;
  • Access to a contact user or a reporter account, enabled with the capability to report work orders

2. Configuring the requirement to attach documents when reporting


a. Navigating to our Settings, we'll open the "My entity details" option. Scrolling to the bottom will find an option "Require documents on work order creation". We'll turn this option on to make every contact and reporter user be forced to add an attachment when reporting a work order.



b. Additionally, you'll be able to select the possible sources for the attachments.



 

By default, the option selected is "Documents", which lets users pick any file from their device. Selecting the other options will restrict the type of attachments and sources users can choose from (both in the Infraspeak Next app and the Direct Portal);


Caution! Selecting the option "Only camera" means the contact and reporter users will not be able to report work orders using the Direct Portal since they cannot access a camera.


After confirming this selection, our configuration is done, and we're ready to test!


3. Reporting a work order in the Direct Portal


a . We'll now log in as a contact or reporter user on Infraspeak, which will open our Direct Portal.


b. When trying to submit a work order without an attachment, an error message will be presented to the user.



 

After adding the attachment, we can report a work order as usual.