Attachment Manager lets you quickly navigate through any attachments or files submitted by a customer.
An attachment is any file or document submitted. The formats can be PDFs, DOCs, JPGs, etc.
Navigating to Attachment Manager
Log into Aliquot: Open the Aliquot Software Application.
Navigate to Reports: Go to the Reports section.
Select “Attachment Manger”: Click on the “Attachment Manager”
Clicking Attachment Manager takes you to the Attachments List screen.
If no section of hierarchy is being worked on, it'll bring up a blank screen. If actively working, it'll list out the customer you're on.
Customer attachments are listed out here once a customer, facility, etc, are filtered in.
Listed attachments will have their Name, Author, Timestamp, and file size listed:
Navigating List Using Attachment Folders, Filtering Attachments
Filter using the Attachment Folder section to move through layers.
Filter under those layers by specific customer, facility, and building.
Example:
As an example: In this scenario we used Filter Attachments to get down to the Building layer. Using Attachment Folders, we jumped back up to the Facility Attachment Folder.
But I need to get a known attachment on the customer layer.
Simply click on Customer tab under the Attachment Folders section.
But what if I now need a system attachment for the APS building that I submitted two weeks ago but can't remember its name?
Fill out the Building Layer under Filter Attachments to filter to just the APS Building. I'm going to go over to the specific APS Building list and look for my name and the Timestamp to find it.
Create Attachment
Clicking Create Attachments takes you to a screen where you can upload the file. Hit Save Attachment to submit or press Cancel to undo all changes.
Uploaded files are fully navigable within the app. If you upload a PDF in aliquot, you can scroll through the PDF in aliquot.
The Attachment Manager allows you to efficiently navigate through any attachments or files submitted by a customer.