Documents

Documents can be associated with records throughout Maintenance Connection. Most modules include an Attach tab that provides access to documents associated with the record. There are four types of documents that can be associated with records:

Library Link - a file uploaded to the Documents module, such as a PDF
Library Document - a document created directly in the Documents module
Record Link - a file uploaded directly to a record (not stored in the Documents module)
External Link - a URL link to an external site or document, also stored in the Documents module

Note:

Documents stored on a procedure are populated onto any work orders tied to the procedure. Documents from other associated records, such assets or labor, only show on the Work Order Documents tab if the given record has the Display Link on WO check box selected. These records are delineated as such on the Documents tab with their own header (Asset / Location).

Field Descriptions

The following fields are displayed in the Documents List found on an Attach page:

Document — Name of the document, file, or link.
Location Type — Indicates whether the document is a Library Link (uploaded to Documents module), Library Document, Record Link (uploaded directly to record) or External Link as described above.
Display Link on WO / PO — Indicates whether the document should be listed in the Documents section of the Work Order or Purchase Order Report / Printout. If designated to show, a View link displays to open the file, document, or external link.

This check box is also used to determine if documents tied to an associated record, such as asset or labor, should show on associated work orders. If the check box is selected, the document will show on the Work Order Documents tab. Procedure Documents always propagate to work orders, regardless of whether or not this check box is selected.

This option is only displayed in modules that propagate documents to the work order module, such as assets, procedures, and labor.
Append to Printed Work Order / Purchase Order — Indicates whether or not the document content should be printed when the associated work order or purchase order is printed. This check box should only be selected for the following file types: Images, HTML, and PDF.

This option is only displayed in applicable modules. In addition, the system must be configured to show PDF content through an available preference.
Append to Emailed Work Order / Purchase Order — Indicates whether or not the document content should be included in an email report that is sent. This check box should only be selected for the following file types: Images, HTML, and PDF.

This option is only displayed in applicable modules. In addition, the system must be configured to show PDF content through an available preference.