Question
- How can I add new default photo albums to specific job divisions in DASH?
- How can I delete a default photo album?
- How can I edit existing default photo albums?
Overview
Default photo albums are albums that can pre-populate on specific job divisions so that you do not have to manually create them for each job. For example, certain jobs may have special photos that need to be captured to ensure thorough job documentation. Creating a default photo album saves you time and ensures an album is set up for when the technicians arrive on site.
Important things to note:
- Default Photo Albums can be added, deleted, and their privacy can be changed (Public vs Private) on the job level, but once it is created the default name and default privacy setting cannot be edited. It would need to be recreated if you want to change the default name or default privacy setting.
- Each default Photo Album is created on a division-by-division basis.
- Default Photo Albums are also created on an office-by-office basis.
- Once you add a new default Photo Album, it is added to all existing jobs of that division.
- Once you delete a default Photo Album, it will no longer be created on new jobs. Any deleted default Photo Albums will not be removed from any existing jobs of that division type.
Adding a new default Photo Album
New default Photo Albums are created on a division-by-division basis.
To add a new default Photo Album, hover over Administration and click on Default Documentation Standards
- Scroll down to Division and choose the division type that you want this album to show on all divisions (see the image below)
- Type in the name of the Photo Album in the Add New Album field. Check the box Is Public if you want all photos to be public. NOTE: once a default Photo Album is created, the name cannot be changed so be sure you have spelled it correctly.
- Click on Add New Album
- Click Save to update your changes
If you want this Photo Album to appear for other divisions, you will need to repeat steps 1-3 for each division type.
If you want this default Photo Album to appear on jobs for other offices in your DASH environment, you will need to navigate to your profile (Administration > Employee) and change the office your profile is associated with. Then you will need to log out, log back in, and repeat the steps above for that office.
Deleting default Photo Albums
Hover over Administration and click on Default Documentation Standards
- Scroll down to Division and choose the associated division type that you want this document removed from (see the image below)
- Choose the default Photo Album from the drop-down
- Click the orange X button to delete it
- Click Save to update your changes
NOTE: Existing default Photo Albums must be removed division by division (if they are added to multiple division types). The Photo Album will remain on your existing jobs but will not be created for new jobs going forward.
If the default Photo Album exists for multiple offices in your DASH environment, they also need to be removed office by office. To do that, you will need to navigate to your profile (Administration > Employee) and change the office your profile is associated with. Then you will need to log out, log back in, and repeat the steps above for that office.
Editing default Photo Albums
Existing default Photo Albums cannot be renamed or edited (unless edited on the job level). You will need to delete it and recreate it according to the changes you want to see.
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