Attach documents inside the Locations or areas of a company

Product ideas New
1

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?

Thank you,
Montse

1 Like
2

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.