Access Reference Documents

While working on a work order you can access and check important documents related to the equipment and job like reference manuals, warranty details and so on in the Attachments tab. The documents are made available to you when you are in both online and offline modes. You can even update the document and save it as new document.

You can view and access all the documents that are linked to Work Orders, Functional Location, Equipment, Product Resource Tools (PRTs), and Notifications that are stored in DMS. The relevant documents are grouped together in one folder to reduce the long list of documents and you can access those documents by expanding the folder hierarchy. For example, all the work order related documents are stored in the WO DMS folder.

If there is a single document, then it is displayed as an individual file. These documents are addressed with Document Number, Type, Version, Part Number and Description.

You can view, edit, and re-post documents to SharePoint.

To view the documents:

  1. In the Home screen, tap My Jobs.
  2. In the My Work Orders screen, tap the work order.
  3. Tap the Attachments tab.
    Figure 1. Work Orders - Attachments


  4. Expand the linked attachment and tap the Download icon to download the document.
  5. Select the document to open and view it.
    Note: Only MS SharePoint links have the download option.