R360 MHM

3.26 How do I add attachments to a Recommendation?

Updated on

Permissions Needed to Access this feature:

  • CME Role
  • Technician (Can add attachments ONLY)
  • Manager (Can add attachments ONLY)

1. Select the "ATTACHMENTS" tab on the recommendation summary page.

2. Select "ADD ATTACHMENT"

3. Click "BROWSE" and select the files you wish to upload.

4. Select "UPLOAD".

Users can update the name of the file prior to uploading by utilizing the text box next to the file.

5. Once uploaded, select "CLOSE"

6. Your attachments will display in the "SUPPORTING EVIDENCE" table.

7. To mark an attachment as "Primary" select the star next to it.

8. Click "SAVE" to keep your changes or "REVERT CHANGES" to discard.

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