Page Comparison

1. View completed works orders with no posted supplier invoice

Select Works Orders filter (top left):

• Relevant works orders are displayed in the panel bottom right, which has:

  • a status of completed

  • the supplier invoice not posted

  • been marked as completed within the last 3 months
    Use the date fields at the top of the screen to change the date range for the works orders shown

2. Upload documents to the importer & change filename/type

Locate the folder where the PDF documents are stored:

• Beside Source Folder (top left), click Select (shown in step 1)

• Browse to where the documents are stored, select folder and click OK

• All PDF documents in the selected folder are displayed on left
  Files can be re-uploaded - click Source Folder option again and select required/same folder to refresh the document list

• Select a document on the left to display a preview of it on the right

The filename & type can be changed when it is uploaded:

• Select required document in files list on left

  

• At bottom left, enter New Filename and/or change Document Type

• The name/type chosen will be used for the selected file when it is uploaded to the works order invoice
  An asterisk (*) is shown to the right of the file to indicate that it will be uploaded using a different name/type

3. Link document to works order invoice

In panel bottom right:

• Select works order

• Click link icon to the left of the relevant document

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• The link icon is replaced with an arrow/undo icon allowing you to unlink the document
  The entry in the panel bottom right is also ticked to indicate a document is linked and will be uploaded

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If you wish to link more than one document to the selected works order:

• Continue to click the link icon beside each document to link

  

4. Upload documents to works order invoices in bulk

If you have more works orders to link documents to:

• Select the required works order and continue the process, as outlined in step 3

When all required works orders are linked to documents:

• An option to delete the original is available, this will delete any successfully uploaded files from the source location (ignore this step if you want to keep the original files in the source location)

  • Tick Delete Original

    

• Click Upload (top right)

• A confirmation message will be displayed - click Yes

  

• A confirmation message will be displayed to indicate the upload is complete

  

• In the panel on the left, files which have been successfully uploaded will display with a green tick
  If a file could not be uploaded, an error icon will be displayed - hover over the icon for an explanation of why the error occurred, e.g. no supplier invoice created
  Files that weren’t linked to a works order will still show with the link icon beside them

  

1. View PI appointments to upload draft/final reports

Select Property Inspections filter (top left):

• The panel (bottom right) will automatically show PI appointments within the date range shown that do not have a final report uploaded against them

• To change the time frame shown, use the Appt. Date date filters at the top of the screen

• If you need to re-upload a final report, tick Show entries with final reports

2. Upload documents to the importer & change filename/type

Locate the folder where the PDF documents are stored:

• Beside Source Folder (top left), click Select (shown in step 1)

• Browse to where the documents are stored, select folder and click OK

• All PDF documents in the selected folder are displayed on left
  Files can be re-uploaded - click Source Folder option again and select required/same folder to refresh the document list

• Select a document on the left to display a preview of it on the right

Before uploading, ensure file name and document type are correct:

• Use New Filename to enter the correct filename

• Click Document Type to select Draft PI Report or Final PI Report, as appropriate

3. Link inspection report document to inspection appointment

In panel bottom right:

• Select inspection appointment

• Click link icon to the left of the relevant report document

  

• The link icon is replaced with an arrow/undo icon, allowing you to unlink the document

  

4. Upload report documents to PI appointments in bulk

If you have more PI appointments to link documents to:

• Select the required PI appointment and continue the process, as outlined in step 3

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When all required PI appointments are linked to report documents:

• An option to delete the original is available, this will delete any successfully uploaded files from the source location (ignore this step if you want to keep the original files in the source location)

  • Tick Delete Original

    

• Click Upload (top right)

• A confirmation message will be displayed - click Yes

  

• A confirmation message will be displayed to indicate the upload is complete

  

• In the panel on the left, files which have been successfully uploaded will display with a green tick
  If a file could not be uploaded, an error icon will be displayed
  Files that weren’t linked to a PI appointment will show with the link icon beside them