Apps : Planon app : Mobile observations : Working with the Planon - Mobile Observations : Adding communication logs to an observation : Adding a document to an observation
Adding a document to an observation
You can upload documents related to the observation from a folder on your device.
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The following file types are supported: .rtf,.doc,.docx,.txt,.ppt,.pptx,.xls,.xlsx,.pdf.
Procedure
1. On the Observation details page, select the Documents block.
The Communication logs - Asset observations form is displayed.
2. Select the Add document block.
3. On the Add document details page, enter a Description and optional Comments.
4. In the Document(s) field, select Add document.
5. Open the document from the relevant location on your device.
6. Select Submit.
The document file is added to the observation. The back-office can access the new document via the communication logs.