File library

The file library holds all reference documents and images, called attachment groups. This includes safety and procedural guides, maintenance manuals, checklists, and so forth. These materials might be associated to rooms, equipment, or issues, and will be available for the team to view when working on a service order.

To view an attachment group details, click anywhere in the row.

What do you want to do?

Tools to help you find what you need and customize your view.

You can use tools like the Column Chooser and Filter Builder to navigate the console lists and find just what you need. Use these individually or in combination. And don't forget that you can sort the column headers too.

The search, sort, filter, and column chooser are tailored for each module or tab. All features might not be available.

search sort and filter toolbar

Click Collapse Navigation Pane (Collapse menu) in the left sidebar to collapse the menu. The menu icons remain visible. Hover over an icon to display its label.

Click Navigation Pane (Navigation pane expand) in the left sidebar to expand the menu.

The Operations and Configuration modules expand to display all columns. Use the horizontal scroll bar at the bottom to navigate.

If the current module view is customized, the horizontal scroll bar is inactive. To activate the horizontal scrolling feature:

  1. Click the Column Chooser (column chooser reset icon).

  2. Select Reset Columns. The horizontal scroll bar displays at the bottom of the page.

The horizontal scrolling feature is available in any Operations or Configuration modules, but it is not required.

Click Refresh (refresh for current information) to view the most current information.

In the Search box, enter a keyword, full or partial, and then click Search (search icon). Some lists have an arrow to the left of the Search box that you can use to further narrow the search.

Click any column header to sort the values in that column in ascending or descending order. Note that column headers are not displayed in the above image.

Use the column chooser to customize your view by adding or removing columns, so that you have just the information you need.

  1. Click and select Column Chooser. (Column chooser) The Column Chooser menu displays.

  2. To remove a column, click the column header, drag it to the Column Chooser menu, and release. Continue until you have customized the view the way you want it.

  3. Click X to close the Column Chooser menu.

When you want to reset the columns to their original state, do the following:

  1. Click Column Chooser (Column chooser) and select Reset Columns.

  2. Click OK (Green checkmark indicating to save or confirm action) to confirm.

Click Column Chooser (column chooser reset icon). A dashed rectangle displays above the list headers with instructions to 'Drag the column header to group by that column'. When you drag a column header, the grouped entries display collapsed and in ascending order.

  1. Click Expand expand to expand the selected column .

  2. Click Collapse expand to collapse the selected column.

Click Download (Download data as Excel) to download the list to an Excel spreadsheet.

Each list view has its own filters. Use the filters to select and customize to focus on a specific group of data, such as a specific order type, status, location, and so forth.

  1. Click Filter Builder (filter builder ) to open.
  2. Click a filter.
  3. Select parameters.
  4. Repeat steps 2 and 3 as appropriate.
  5. Click OK (OK - Save). The list is updated based on the selected filters.

  6. Click Clear Filter (Filter reset) to remove filters.

  1. Select the checkbox to the left of one or more items in the list.
  2. Use the options at the bottom of the page to bulk edit the selected items.
    • Edit (multiple edit)
    • Delete (Delete)
    • Reschedule (reschedule icon) in Schedules module

  3. Click OK (Green checkmark indicating to save or confirm action) to confirm.

Click Create button to create attachment groups.