Add Documents

Document management is a part of SERTICA and makes it possible to register all data concerning maintenance. This makes it possible to have access to all the information needed when carrying out the maintenance and not having to search for paper documents.

Although it is called document management, the word "document" must be understood in a broad sense. Documents can be many types of files, such as pdf, Word, Excel, images, drawings, videos, etc.

Documents can be attached to many objects in SERTICA like Items, Components, Jobs, Job History and procedures.

The document is linked to an object where it makes sense. For example, if it is an electrical drawing of the equipment, the document is then attached to the component. If it is a description of how the maintenance task is to be performed, then the document will be attached to the job, etc.

Drag and drop

There are multiple ways to attach a document to an object in SERTICA. The easiest way is to use drag and drop.

Below is an example where a machine drawing is added to a component.

1. Mark the component
2. 2. Press the “EDIT” button.

Now scroll down to “Documents” and drag a file to the area.

By pressing the “SAVE” button, the file will be uploaded and the document will be attached to the component.

When the file is uploaded, SERTICA Document Management will contain and manage the document and its revisions.

Central document library

All files that are added are created as document objects in SERTICA Document Management. Therefore, it is possible to use the same file in many places. For example on several components. This also means that you only need to manage the file from Document Management.

To attach a document already created in SERTICA, use the search button as shown above. It opens a search dialog from which you can search for the document, based on various metadata.

Duplicates

When uploading a file that already exists in Document Management, the following message will be shown when attempting to drag and drop the file:

SERTICA will by default recommend that you use the existing registration so that two copies of the same file will not be created. If you agree, press "ACCEPT", as shown above (1).

If, on the other hand, there is a need for a new document registration, select "Add as new" under “Action” and then press “ACCEPT”.