Introduction

This manual will focus on uploading files (media file, script, etc) to orders.

Files are uploaded to tasks, therefor, a designated task will be available in the order to which you will upload the file.

After uploading the file, the task must be completed to finalize the task.

For every file you upload, you must first select the: Upload defaults, File type, and File description from a list of preset options.

The Upload defaults can be pre-selected and populated from the Workflow template’s defaults, or open for selection by the user that uploads the file.

Uploading files to tasks in a single order

To upload files to tasks in a single order:

1. Navigate to the Order tasks page (fig 4).

2. Click the “Add file” button (fig 5) of the task you want to upload the file/s to.

On the upload page:

1. Select the mandatory Upload defaults: File type, and File description (fig 1). As mentioned, these fields might have been auto populated from the workflow template default settings.
   The upload defaults can pre-selected and locked for editing, as in the example below, or open for selection so the user must select them before being able to continue.

2. Once the File type and description fields are populated, the “Select files” button will be available (fig 3).
   Be aware of the allowed extensions for the task (fig 2).

3. Free text can be added before uploading the file to add additional information about the file (fig 4).

Uploading file/s to a single order with Ooona’s agent

If you are using Ooona’s agent:

1. Click “Select files”- the agent’s dialog box will open.

2. Click “Select file for upload” (fig 1), or drag and drop your file/s (fig 2).

3. Finish by clicking “Upload' (fig 3).

Uploading file/s to a single order with Web browser

If you’re not using Ooona’s agent:

Click the “Select files” button to select the files you wish to upload or drag and drop your file/s to the drop zone (fig 2)

Once uploaded, a file upload confirmation will appear (fig 1).

Make sure to complete the designated task after the upload either by clicking “Yes” in the “Mark task as complete” alert (fig 2) or if not prompted, click the “Complete” button of the task (fig 3)

The “Complete” button must be green (fig 1). If not, the task will not be completed even if files have been uploaded.

The name of the user who completed the task and the task completion date and time will be added (fig 2-3)

Uploading files to tasks in multiple orders

To upload files to multiple orders, navigate to: Sales > Sales dashboard > Tasks page.

If you don’t have the “Sales” menu, navigate to: Supervisor > Resource allocation to task page

Start by filtering the orders with “Change range” or by filtering from column titles to display only the orders you want to upload files to (fig 1). Preferably, also filter by the task type (fig 2) to only display the tasks you want to upload files to (either with “Change range” or with column title filters). Click “Upload to tasks” (fig 3) to open the upload page.

Before uploading the files, It’s mandatory to enter the Upload defaults: File type and File description. If any of the tasks in the range doesn’t have preset Upload defaults, you will be first navigated to a preliminary page in which you must enter the Upload defaults for all the missing tasks. Either select the File type and description for each task (fig 1) or use the bulk update pull-down menus to apply your selections to all visible lines (fig 2). Once all Upload defaults are selected for all the tasks, click “Upload tasks files” (fig 3) to proceed to the upload page. Tasks without Upload defaults set will not be displayed on the upload page.

Uploading file/s to multiple orders with Ooona’s agent

If you’re using Ooona’s agent, click “Select file” (fig 1) to open the Agent’s dialog box. Click “Select files to upload” (fig 2) or drag and drop the file/s to the drop zone (fig 3). Click “Apply” to add the file (fig 4). Repeat the action for all lines on the screen (fig 5). You can also click “Auto select files” (fig 6) to select the files one after another without having to click the “Select file” button of each task separately. Once all files are selected click “Start Upload” (fig 7) to initiate the upload. All tasks will be marked as complete after the file is uploaded. In addition, if Script status and/or Flag change are required, select the necessary value’s in the pull-down menus (fig 8) before clicking “Start upload”

Uploading file/s to multiple orders with Web browser

If you’re not using Ooona’s agent, click “Select file” (fig 1) or drag and drop the file/s to the drop zone (fig 2). Repeat the action for all the lines on the screen (fig 3). All tasks will be marked as complete after the file is uploaded. In addition, if Script status and/or Flag change are required, select the necessary value’s in the pull-down menus (fig 4) before starting to upload the files. To see the allowed extensions for the task, click the blue exclamation point (fig 5).