NextGen FSM

Upload a Work Cycle Document

Register and store documents such as technical manuals, safety protocols, and site diagrams for Work Cycle operations. Ensure resources have the exact reference materials required for compliance and safety.

Search for a document

  1. Navigate to Configuration > Core > Work Order Management > Work Cycle Documents.

  2. Enter one or more search criteria in the Filters window.

  3. Click Search.

Add a document

  1. Navigate to Configuration > Core > Work Order Management > Work Cycle Documents

  2. Click the Load File icon.

  3. Click Choose File

  4. Enter the following information:

    1. File name: The document file’s name.

    2. Extension: The document’s file extension.

    3. Name: The document’s name.

    4. File Type: Select the file’s type from the drop-down.

    5. Validity: The date range for which the document is valid for the Work Cycle.

  5. Click Load File.

  6. Click Save.

Download a Work Cycle Document

  1. In the Work Cycle Documents table, locate the file you want to download.

  2. Click the Download icon.

  3. Save the file to your computer.