One customer has asked us to organize his equipment with this structure:
Location (several locations depending on the city where the manufacturing plant is)
Area (inside each location he wants to organize the equipment by each “load lifting operation”)
The question is: is there any way to attach documents to this area? The customer would like to attach the intructions for each operation in each area. Tese instructions are related to all the equipment, not to an equipment in particular.
Or could you recommend any other way to organize it and have an structure with the documents correctly located?
Hi @Montse.roviralta, as of today you can’t directly attach documents to a location or area; you can only attach documents to an equipment or a job. Therefore, I’ll move this topic to Product ideas so our Product Group members can consider and discuss with you about it.
To work around for existing equipment, you can create your own view which includes equipment
owned by a specific location/area, and then attach the documents. Of course, when any new equipment arrive at this location/area, you’ll have to attach the documents manually.
Hello @Montse.roviralta
Thanks so much for sharing your idea! I would like to understand this better and will change the status of this Topic to In discussion.
When reading your suggestion I do not think we have exactly what you ask for and I see your need, but it can be existing functionality will partly help you.
Can you please give feedback on the question below and I can then see based on your need see if we can have any suggestion for you.
What kind of company is the customer you want to add the instruction for
member companies
non-member companies
Own equipment (equipment related to your logged in company)
The Instruction you mention is that just a pdf document with general information or do you think more of a checklist to be filled out.