No longer will you need to download attachments that you have on field reports to reuse them on Break Reports! Now you can transfer any PDFs or images from the field report to the break reports with a few simple clicks. This is possible from the scheduling view when you creating the break reports, or anywhere you can see the break report's attachments - such as the daily breaks or the edit page for the break report. 

From the scheduling page, you will see a new "attachment" icon after the break report is created within the system. This will be your starting point for accessing the existing field report attachments to copy them over to the break report. The screenshot below show this new icon, and to start the process simply click on the icon.

The next window you will see allow you to edit the attachments for this break report. You can upload new PDFs or images, but we are here to reuse other existing attachments! To continue that process, you will see a button in the upper left corner of the window labeled "Import Field Forms". Please click on this button, and the system will load the PDFs and image attachments for the associated Field Report.

The following is an example of how the attachments are presented based on what the associated Field Report has. In this case there are several PDF and image attachments avialable for copying. The "Copy" toggle for each attachment will allow the user to control which attachments should be transferred and copied to the break report.

Why This Change Matters:

• Significant time savings – No longer do you need to download the file and re-upload it, with this copying feature you can be done quickly and move onto other things.
• Simplified workflow – With only a few clicks, the attachments are ready to be reused on the break report