How to view and upload Asset documentation?

Modified on Mon, 9 Sep at 11:40 AM

Step 1:

Click on the Asset Dashboard navigation bar item, within the Activity section. 

You will be taken to the screen below which shows the dashboard.

On the Dashboard, click on All Assets.

 

  

Step 2: 

There are various filters which are available for searching for assets. 

Assets can be searched using Asset Code/Custom Field, Status, Type, Onboard date(range), Site or Risk Level.

Search for an Asset. Click on it.

               

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 Step 3:

You will be taken to the screen below, which shows Asset Manager.

On the menu on top, click on Documentation menu item.

 

 

 

Step 4: 

You will be taken to the below screen, which will list(if any) uploaded documents on the Asset.

To upload document, click on the Upload document button located at the top right corner.

                

 

Step 5:

The Upload Document pop up screen will show as on below screenshot. 

Fill in the Title of the document. 

Add expiry date if its applicable. 

Provide description of the document. 

Select the file to be uploaded. Please note only .pdf files can be uploaded, and the maximum size is 10MB. 

Click on the Upload button

 A screenshot of a document

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 Step 6:

You will be taken to the below screen.

The documentation will reflect on the list.

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