Upload Document or Enter Text

Explanation

This activity is used to upload a document, eg. a report of a contractor or technician’s work, or copy/paste text to generate Work Order. This can be done via the Work Order Generator assistant.

The Upload Document selection opens a section to drag and drop or browse any documents if the information is in the PDF format.

The Enter Text Manually selection opens a section to paste if the information is in the text format. This option is especially useful if the work information is in a format other than that of a PDF, eg. Word or in a mail.

Prerequisites

Structured and clear information of work details exists.

System Effects

The uploaded or entered information is ready to be scanned for extraction. Click Next to proceed to the Analyze and Review step.