WORK INSTRUCTION

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Grading: OPEN WORK INSTRUCTION

Hard copies of this procedure

are uncontrolled copies.

TITLE: Upload file to Client

WI NO.: LR-XXXX

REVISION CONTROL:
CHAP. NO DESCRIPTION REV. NO DATE RESP.

All New 0 05.04.2016 GVI

Prep. By : Geirmund Vislie Contr. By : Lars Erling Leirvåg Appr. By : Terje Reinan
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WORK INSTRUCTION
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1 PURPOSE & SCOPE

1.1 Purpose

The purpose of this work instruction is to describe how documents may be uploaded to a
contact company in CMAP
1.2 Scope

This document pertains to all CMAP users in the Gexcon Group.

2 DEFINITIONS & ABBREVATIONS

CMAP Gexcon’s Project Management System

3 RESPONSIBILITIES & AUTHORITIES

Prep. By : Geirmund Vislie Contr. By : Lars Erling Leirvåg Appr. By : Terje Reinan
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WORK INSTRUCTION
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4 DESCRIPTION

Any document to be uploaded to a contact company must be an attachement to an activity

towards this client. An activity may be a client analysis, marketing initiative, periodic floow-
up or other.

4.1 Establishing an activity

Go to the client company page and press “Add an Activity”

Prep. By : Geirmund Vislie Contr. By : Lars Erling Leirvåg Appr. By : Terje Reinan
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WORK INSTRUCTION
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This will open the following dialog

Describe the activity. E.g. “Crude client

analysis”

Press “Choose file” to browse the

computer and identify file to be
uploaded. There may only be one file
per activity.

Leave the date as it is unless this is a

planned activity. If so, insert the
planned completion date.

If the activity is directed towards an

individual with the client company,
select this person here.

Select activity category

If the activity is completed, select

“Completed”, otherwise leave as is.

Press “Save” to upload document.

Prep. By : Geirmund Vislie Contr. By : Lars Erling Leirvåg Appr. By : Terje Reinan
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