Anything you scan, take a photo of and upload to the system is called a document
- Documents can be attached directly to parts
- Documents can be attached to notifications
It is best to attach service documentation to a relevant notification as it will provide a more comprehensive history when searching the log.
Examples
Attaching a document to a notification:
You have a 50 hour service receipt you wish to attach to the 50 hour service notification.
Attaching a document to a part:
You have written your own start-up instructions for a generator, save them to the part for future reference.
Is a document attached to a part or to a notification?
When browsing the documents library:
- Documents attached to a notification have a flag icon next to them
- Documents attached to a part don’t have a flag
Attach a document to a part
You can attach a document to a part via the part dashboard or the documents library.
Via a part dashboard
click the parts tab, select all parts and choose your part, in the documents box click add document and follow the instructions.
Via the documents library
click the parts tab, select documents, you are taken to the documents library.
Click the blue ‘add new button’ and follow the instructions on screen.
Attach a document to a notification
When viewing a notification you will see a black document icon to the left and the ‘i’ icon to the right. By clicking either of these you are given the option to select a file and to upload it.
This method will attach the document to that notification, please remember this doesn’t acknowledge the notification and you must do this separately.
View & download a document
Documents can be viewed by going to a part dashboard or by going to the documents library.
Delete a document
Documents can only be deleted via the documents library. Click the parts tab, click documents. Find the document you want to delete and click the trash icon to the right of it and confirm the deletion.
Favourite a document
You can favourite a document so it will be listed at the top of the documents library for easy access. To do this go to the documents library, find the document you want to favourite and click the star icon to the left of it.