Adding Attachments to a Change Request

Any number of uncontrolled attachments can be added to the Change Request record. The attachments are saved to the database which means they no longer need to be stored on the user's local drive.

  1. From the Change Request record, click the Attachment tab.
  2. Click Action > Add.
  3. Enter a description of the document.
  4. Browse to and select the document to attach to the Change Request record.
  5. Click the Save button.
    Result: The attachment has been added to the Change Request record.

NOTE: An attachment's content cannot be edited from the record to which it is attached. Content must be edited from the file's location in the external directory, deleted from the Attachment tab and re-attached to the record. The procedure to view an attachment is dependent on the browser.

See Also

Editing a Change Request

Deleting a Change Request

Owning a Change Request

Disowning a Change Request

Changing the Change Request Owner

Adding Activities to a Change Request

Viewing Change Request Activities

Attaching a Change Request to a Change Order from the Change Request Record

Removing a Change Request from a Change Order

Closing a Change Request

Reopening a Change Request

Change Request Setup

Change Request End User Steps

     

 

 
Friday, September 25, 2015
9:37 AM