As a part of Tapi's new compliance feature, you can now add any compliance documentation required for work.
Step 1: Open your work order
When you open up a work order you will see a yellow notification box informing you that this job may require compliance. If you have documents expiring in the next 60 days these will also show here.
Step 2: Click 'below' or scroll to the bottom of the work order
Here you can see all the current documents and you will also see the Upload new Document option underneath these current ones. Click this to upload the new compliance document.
You will also be able to see 'Valid until and any other documents that are either expired or expiring soon.
Step 3: Uploading the Document
Once you have clicked Upload Document, you will need to do the following:
Select the Document Type from the drop-down list
Select the date it is Valid From
Select the date it is Valid Until
Finally, click the blue Upload File button at the bottom
Yay you have now successfully uploaded a compliance document! 🎉