Attaching Information to Intervention Treatments

Given the amount of detail that goes into calculating treatment unit rates and default life values, there is often a large amount of supporting documentation around the intervention treatments inside the Metrix Asset Management System. To assist with managing this information, the system makes it easy to upload these documents against the treatment definition directly. To do so, follow these steps:

  1. Navigate to the desired Intervention Treatment (Assets Menu > Treatments > Selected Treatment).

  2. With the treatment selected, a preview of the treatment definition will appear on the right-hand side of the page.

  3. At the bottom of this preview, is an ‘Actions’ menu that provides additional management options for the selected treatment. Click on the ‘Actions’ menu.

  4. From the drop-down menu, choose ‘Manage/View Attachments’.

  5. The standard Metrix attachments interface will then display in a new dialog box. Any existing attachments will be displayed, as well as an option to upload additional documents.

  6. To create a new attachment against the selected treatment, you can do one of the following:

    a. Drag and drop the file into the ‘drop space’ denoted by a dashed line. The attachment will immediately upload and be linked to the treatment.

    b. Choose the file from your file system using the file picker. To do this, click ‘Select File for Upload’ and then choose the desired file from the file picker. The attachment will immediately upload and be linked to the treatment.

    c. Choose from an existing attachment that is already linked to another Intervention Treatment. To do this, click ‘Link to an Existing Upload’ and choose the attachment from the subsequent list. This will mean that you do not have multiple copies of the same attachment but can still access it from many treatments.

  7. Once finished, simply close the dialog box.