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How can users submit an attachment with their activity?

You can create a custom activity that includes a Request File Component. This can be useful if you need to gather signed documents, outside training certificates, photographs of incidents, etc.

 

Gathering the Information

Under Administration, select Activities Builder. Then, select Create New Activity.

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Fill out the New Activity information, and then click Save.

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This will bring up your blank activity template. Use the Reportable Components and Free Form Components on the right to build your activity. The important one to add is the Request File Component.

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If your users MUST submit an attachment with the activity, be sure to check the box to make it a required field.

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Once your activity is ready and is then assigned, this is how it will appear to your users. The "Browse..." button will search through all available files on the computer. Once they select the one they need, they will click Open to attach it.

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Accessing the Information

Under Administration, click Generate Reports, and under Generate New Reports select Completions Report.

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Under Display Options, check the Attachments box. Under Limit Assignments, select your Activity. You can select any other Report options and filters that you will need. Then click Create Report.

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Once the report is generated, click the HTML output option to open the report in your browser.

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Click the hyperlink under Attachments to view, download, save, or print the attachment your user submitted.

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