How to require document uploads for certain Assets

Require Documents for Specific Assets.

• This feature allows you to require specific documents for selected assets, ensuring that all necessary documentation is uploaded and kept up to date. 

• You can specify which documents are required for each asset type and, where applicable, set expiry dates to help you monitor when documents need to be renewed. 

Step 1:

Navigate to the main menu on the left, and click on Asset Types.

Step 2:

Under the Asset Types screen, search for and select the asset type to which you want to add documentation.

Step 3:

Click on the Edit button.

Step 4: 

Click the Add Required Document button. Once clicked, you will be required to provide a description of the document. 

An optional expiry date can also be enforced when uploading a document by using the provided toggle switch.

Step 5:

Once you have filled in the required information, click on the save button.

Step 6:

Once this is done Navigate to Asset Manager.

Search for and select the asset you want to add a document to.

Open the Documentation section.

Step 7:

Click on the Upload button.

Step 8:

Fill in the required information once done click on the Upload button.

Step 9: 

The uploaded documents will appear under Documentation.

The example below shows documents uploaded with and without an expiry date. 

Step 10:

Once this is done, navigate to Users and select the user who should receive email notifications for missing documents. 

Enable the notification to receive daily reports on missing documents.