How do I make Supporting Documents available to my workforce in the Motivity app?
Last Updated: Thursday, May 4th 2023
The Motivity Workforce system lets you upload documents so that they are available as reference to your field workers.
- a customer
- a customer site
- a specific job
- individual personnel
- your entire company / workforce
To enable supporting documents on the handhelds
You need to create a new tab called "Supporting Documents" within the relevant job type as follows:-
Just make sure the visible option is ticked.
You can set up document types by going into company settings -> supporting documents
To Add supporting documents
For customers and sites, you simply go onto the overview page for each and there is a section called supporting documents where you can upload .
For jobs, at present you need to firstly create the job. Then go back into the job details and you'll see the supporting documents section there.
For personnel, click on their name in the personnel list and you'll see the supporting documents section on there
For company wide, you'll see the Supporting Documents option available on the main menu. Company wide documents are accessed from the main menu in the motivity app.
Office Only - You can just use the supporting documents as a place to store information for office side only. Switching this option on will stop the document being visible on the handhelds.
Available Offline - this will force the document to download as soon as you send the job out to the app. This is good where you know that person may be working without signal when they are on-site. Bear in mind this would use more data if non essential document and slow down job transmission to the device.
Mobile Users Must Read - This means personnel must download open that document before they are allowed to continue* / complete the job* (depending on how you've configured your mobile workflow).