Add File to Plant / Equipment Item - Damstra Safety

OVERVIEW
Damstra Safety provides the ability to store files relating to Plant and Equipment items (e.g. copies of purchase receipts or warranty documents) within the item’s record in the Plant and Equipment Register. This article explains how to manage this.

You will learn how to:

• Add a file to a Plant / Equipment Item
• Edit a file
• Delete a file

PROCEDURE

Begin at the Plant / Equipment Register. This is found under Assets in the Menu Bar:

Locate the Item involved and click Actions, then Edit:

Then, click on the Files tab. The Register shows any existing files:

To add a new file stored locally on your computer, click Add file. Drag and drop the file to the shaded area, or click to locate the file. A copy of the file will be added to the record:

To add a link to a document stored on a server, click Add URL, enter the name of the document and enter or paste the file’s address or URL. Then, click Save. A link will be added to the register:

To view an existing file, simply click the Title of the file.

To edit the Title or delete the file / URL, click Actions, then select the appropriate option: