Upload work cycle documents

Audience: Dispatchers and administrators

Ensure resources have the exact reference materials required for compliance and safety. Register and store documents for work cycle operations like technical manuals, safety protocols, and site diagrams. 

Prerequisite

Before you start, define operations and steps for a work cycle.

• See Create work cycles.

Follow the UI path

All following instructions start from this system path:

Configuration > Core > Work Order Management > Work Cycles Documents

Search for documents

To find a previously uploaded document:

1. In the Filters panel, enter one or more search criteria. 

2. Click Search.

Add documents

To upload a new document:

1. At the top of the Work cycles documents table, click the Load file icon.

2. Click Choose file.

3. Select a file from your computer.

4. Click Open.

5. Enter:

   • File name: The document file’s name.

   • Extension: The document’s file extension.

   • Name: The document’s name.

   • File type: The document file’s type.

   • Category: The document’s category.

   • Validity: The date range when the document is valid for the work cycle.

6. Click Save.

Download a work cycle document

To download a document associated with a work cycle:

1. In the Work cycles documents table, locate the file you want to download.

2. Click the View icon.

What’s next

• To add documents to stages in a work cycle, see Associate documents with work cycle operations.

• To connect work cycles with specific types of work orders, see Associate work cycles with work order types.