Documents Sub-Tab: Work Order

The Documents page is displayed by default when first accessing the Attach Tab. This Documents page provides a list of all documents associated with the work order.

Each document shows the following information:

• Document: The name of the document.

• Location type: Indicates where the document is stored.

• Display link on WO.

• Append to printed WO.

• Append to emailed WO.

The list indicates whether the document is directly tied to the work order or to an associated record, such as the asset or procedure. Documents retrieved from an associated procedure always display, regardless of the Display Link on WO setting. Documents from other associated records, such assets or labor, will only show on this page if the given record has the Display Link on WO setting enabled.

Images can be placed on either the Documents or Images page. The Images page provides a better view of the image without having to open it first. However, if you prefer to have all attachments available from one tab, they can be placed on the Documents page.

The features to add, edit, remove, and view documents are similar in all modules of Maintenance Connection and are described fully in the following sections:

• Documents

• Create or Upload a New Document

• Add a Document from the Documents module

• View Document or Edit Document Attributes

• Remove a Document

Organizations that use both Maintenance Connection and Meridian have two additional buttons on this page:

• Meridian Explorer: Click this button to navigate to the Meridian application and view documents associated with the work order.

• Meridian Upload: Click this button to navigate to the Meridian application and go through the upload process. Documents uploaded to Meridian are associated with the work order record from which you initiated the upload process.