Create asset document relations
In Asset Management, you can set up documents that are automatically related to job types, asset manufacturers, asset types, or assets, for example. This functionality is useful when updated document versions are released. In that case, you would put the updated document in the standard location that you use for your Supply Chain Management documents and attach the document to the asset document record that you've created. The updated document can then be accessed from the All assets, Active assets, My active assets, All work orders, and Active work order jobs menu items.
The process for attaching documents to an asset document record uses the standard document handling system.
Example 1: A document that is related to a job type might describe a procedure for that job type.
Example 2: A document that is related to a combination of an asset type, manufacturer, and model might be the standard manual for the selected asset manufacturer model.
To create asset documentation relation, follow these steps:
Select Asset management > Setup > Asset documents.
Select New to create an asset document record.
Depending on how specific you want the document relation to be, make relevant selections in one or more of the following fields:
- Asset type
- Manufacturer
- Model
- Asset
- Maintenance job type category
- Maintenance job type
- Maintenance job type variant
- Job requirement
The options that are available in the Maintenance job type variant and Job requirement fields depend on your selection in the Maintenance job type field.
Note
When the system searches for documents that should be related to an asset or a work order, Asset Management goes through all asset document records to check for a possible match. It always checks the most specific combination first. In other words, Asset Management first checks for a match for the Maintenance job type field. If no match is found, it checks for a match for the Maintenance job type variant, and so on. As shown in the layout of the Asset documents page, this behavior means that, to find the most specific combination, Asset Management checks each record from right to left for a match. Several documents might be related to an asset or a work order. You can edit the service level on a maintenance request or a work order as you require.
Select Attachments. The standard Document handling page appears.
Set up the documents or notes that should be attached to the asset document record. After you attach documents, the Attachments field shows the number of documents that are related to the record.
The following image shows an example of the Asset documents page.
