Fulfill Documentation Requirements

Required: You cannot send a repair to review, share it externally, or send it to a customer until every documentation requirement is fulfilled. This guide explains how to fulfill the requirements in the Pre-Repair Documentation and Repair Documentation sections.

Requirements are located in the Repair Documentation tab. Every item must be labeled with the exact requirement name. Requirements associated with specific repair lines must also be linked to the corresponding lines.

Understanding Requirements

The Repair Documentation tab organizes requirements into two expandable sections:

Pre-Repair Documentation
Repair Documentation

To fulfill a requirement, select or upload the appropriate media and label it with the requirement’s exact name. If a requirement displays a repair line number, the media must also be linked to that repair line.

Completing a Pre-Repair Documentation Requirement

Step 1: Locate the Requirement

Expand the Pre-Repair Documentation dropdown list located in the Repair Documentation tab.

Step 2: Select or Upload the Appropriate Media

Choose or upload the correct media item that matches the requirement.
Required documentation may include Images, Videos, and Documents.

Step 3: Label the Media

Click the text area beneath the selected media item.
Enter the requirement name exactly as it is listed in the requirement.

Tip: Hover over the icons next to each listed requirement to see the required file type (image, video, or document).

Completing a Repair Documentation Requirement

Some requirements in the Repair Documentation section are associated with specific repair lines. These requirements display repair line numbers and must be linked to the corresponding lines.

Step 1: Locate the Requirement

Expand the Repair Documentation dropdown list located in the Repair Documentation tab.
Identify items with repair line numbers, which indicate they must be linked to those lines.

Step 2: Select or Upload the Required Media

Choose or upload the media that supports the repair line.
Required documentation may include Images, Videos, and Documents.

Step 3: Label the Media

Select the text area beneath the selected media item.
Enter the requirement name exactly as it is listed in the requirement description.

Step 4: Link the Media to the Repair Line

Repair Documentation requirements must be linked directly to the appropriate line.
Select the media and link it to the matching repair line using the Add/Link workflow described in Set Up the Repair Plan: Auto Link & Manual Linking.

Required: A repair-line requirement will remain unfulfilled unless its media is both correctly labeled and linked to the corresponding repair line. All documentation requirements must be fulfilled before you can continue the workflow.

What's next?

If you are following the Quick Start sequence, continue to Set Up the Repair Plan: Auto Link & Manual Linking.

For administrators configuring which documents are required, see Configure Documentation Requirements.