Communication logs for order documents
If you want to make documents (maintenance manuals, technical drawings or photo's) available to field engineers on the > information block, configure order communication logs, as follows:
Procedure
1. In the Layouts TSI, make sure that the following fields are available on the relevant layout of Communication logs: Document reference and/or Document (secure).
 | These fields will only support the following file formats: .PDF, JPEG, .JPG, .PNG. |
2. If you want to allow external links to documentation on a website, make the URL field available on the layout.
3. If you want to share images via communication logs, make the Image field available on the layout.
| | See the Layouts user documentation for more information of creating layouts. |
4. In the Work Orders TSI, on the > level, make sure that these fields are populated with the correct references / links to the documentation.
On the app, references / links to (secure) documents are displayed in the Documents information block of the selected request or (sub)order. References to (secure) photos and to images are displayed on the Photos block.
| | To prevent (secure) documents and images from becoming inaccessible to app users after their user session has expired and their cache has been cleared, you can generate resource keys. See: System settings > Security - Access to Planon features via encrypted keys. |