Overview

Within Builder, Documents and Weblinks can be added to operations, variations, and electronic inspections at different levels to ensure necessary resources are available when needed.

For detailed instructions on accessing Builder, see also: Log In to Builder

Documents and Weblinks

Builder

Builder allows uploading documents and/or attaching weblinks available in the following places.

• Operation
  • Variation
• Inspection Line Item
  • Inspection Line Item Location

Once the operation and the initial variation have been successfully created, the edit operation page will allow documents and/or weblinks to be uploaded/attached directly to the operation.

Uploading Documents

• To upload a document, locate the Documents section for the desired Operation, Variation, Inspection Line Item, or Inspection Line Item Location.
• Clicking BROWSE DOCUMENT will open the File Explorer.
  NOTE: File type is unlimited. However, a maximum of 5 MB per file is recommended.

• Search for and select the file, then click Open.

  

• Enter a Document Title.

• Click UPLOAD.

  

• Successfully uploaded files will appear in the Uploaded Documents section with buttons to view or delete the document.
  • Clicking the open new window button will open the uploaded document in a new window.
  • Clicking the trashcan icon will trigger a confirmation popup; click OK to confirm the deletion.

Attaching Weblinks

• To upload a document, locate the Weblinks section for the desired Operation, Variation, Inspection Line Item, or Inspection Line Item Location.

  

• In the Link field, enter the URL of the desired weblink (e.g., http://www.example.com/)
• Optional: Enter a Name for the weblink. This name will be displayed as the linked text instead of the URL.
• Click CREATE WEBLINK.
• Successfully attached links will appear in the Attached Weblinks section with buttons to view or delete the document.
• Clicking the open new window icon will open the uploaded document in a new window.
• Clicking the trashcan icon will trigger a confirmation popup; click OK to confirm the deletion.

• Once saved, an icon for Attachments and/or Weblinks is displayed when viewing the Inspection Line Item's details, and from the Inspection table.

  

Cases

When an operation from Builder that has attached documents and/or weblinks is added to a case, links to these items will be displayed on the Editing Case details page in the operations table, on the Do Inspection page, and multiple electronic inspection pages on the Mobile Check-In site.

Desktop View

• You will see an indicator of whether any attachments or weblinks exist at the Operation and/or Variation level.
• Clicking the Paper Clip icon will display a list of all attached documents.
• Clicking the Link icon will display a list of all attached weblinks
• When an option in either of these lists is clicked, the attachment or the weblink will open in a new window.

Editing Case Details Operations Table

Attachments	Weblinks

Do Inspection

During an inspection, users can upload attachments directly to specific inspection items. These attachments are automatically added to the Attachments section on the Case. Each attachment employs a naming convention that incorporates text from the related inspection item, facilitating easier identification of its context within the inspection.

Mobile Check-In View

Do Inspection	Inspection Line Item Details and Location

For more information regarding Operation Hierarchy, see the info below:

• The Operation is the highest level in the hierarchy. It is the main category that groups together variations specific to certain assets. An operation cannot function without at least one associated variation, indicating that variations are essential to operations.
  • Variations represent specific instances or versions of asset-specific repairs that fall under that operation. Each operation must have one or more variations. When creating a new operation, the initial variation defaults to ALL MMEYs.
• Inspection Line Item(s): This level encompasses various inspection line items, individual tasks, or aspects to be inspected within a particular operation. These inspection line items can span multiple locations, highlighting their broad applicability.
  • Inspection Line Item Location(s): This is the most specific level in the hierarchy, detailing the exact physical locations where each inspection line item can be located. Each location corresponds to a particular item that requires inspection.