Archibus SaaS / Maintenance / Corrective Maintenance / Maintenance Console
Corrective Maintenance / Maintenance Console
Preventive Maintenance / Maintenance Console
Maintenance Mobile App
Review Reference Documents for a Work Request
If a document has been associated with one of the following elements associated with this work request, then the work request will automatically have a link to that document.
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Equipment
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Equipment Standard
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Problem Type
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PM Procedures
This type of document is known as a reference document. Your business process owner sets up reference documents using the Manage Reference Documents task. Additionally, you can set up reference documents as part of defining equipment.
From the Maintenance Console
Note: To see other documents associated with the work request, use the Maintenance Console's Documents and Activity tab, and the Equipment Documents section of the Equipment tab.
- From the Maintenance Console, click on the Work Request Code field for a work request in the grid.
You move to the Work Request form.
- If the work request has associated reference documents, the Work Request form includes the References tab. Move to the References tab. Expand the Reference Materials section.
- In the Document or URL column, click on the link for a document.
From the Maintenance mobile app
Working from the Maintenance mobile app, if reference documents have been associated with a problem type of preventive maintenance procedure for one of your work requests, you can use the References button to access those documents. The button is available from the Update screen.
