Documents module

The Documents module stores reference documents and external links that can be associated with records throughout Maintenance Connection. Most modules in the system, including Work Orders, Assets, Labor, Preventive Maintenance, and Purchase Orders, have an Attach tab to attach documents to records. These documents can then be easily referenced and/or printed directly from the record. Numerous types of documents can be maintained in the Documents module including Task Sheets, CAD Drawings, Invoices, MSDS Sheets, and Contracts.

There are three general types of records maintained in the Documents module, which are accessible throughout MC from the Attach tab:

  • Library Link: A file uploaded to the Documents module, such as a PDF.

  • Library Document: A document created directly in the Documents module.

  • External Link: A URL link to an external site or document, also stored in the Documents module.

Once documents have been added to the Documents module, they can be easily linked to records from other modules. The features to add, edit, remove, and view documents are similar in all modules of Maintenance Connection. For further information, see: Documents Associated with Records.

Document versions and snapshotting

Document Details, as well as applicable Attach pages, include the Document version, which is uneditable for Meridian (externally-sourced) documents, but editable for documents sourced in Maintenance Connection.

Document versioning is a compliance tool, as you might need asset documents to remain unchanged in relation to a work order once they are associated with it. You can set up a preference to take a snapshot of the document version at the time of work order creation or issue. This ensures the binding aspects of the document remain what they were at the time you began fulfilling the work order, even if the document is updated afterward.

If you remove an asset from an open work order (not closed, canceled, or denied) and then add another asset (or reattach the original asset), the work order reruns the version snapshot to ensure the proper document version is associated.

ClosedAccess the Documents module

  1. Choose between two options:

    • Click the Open button on the toolbar.

    • Click the Module menu button displayed in the List pane.

      The Module menu will display.

  2. Click the name of the desired module.

    Records for the selected module display in the List pane. The content of the Work Center will depend on how you accessed this module.

    • If you used the Open option on the toolbar, the module Work Center Home page displays.

    • If you accessed this module from the module Menu control, the content of the Work Center will not change until you have selected a record.

    Click a record to open and view it in the Work Center.

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