If you would like to add documentation such as equipment datasheets or lock-out tag-out tag templates for certain periodic jobs, proceed as follows:
- create your source work order BUT do not attach files and documents when you create the work request. That information will be assigned to the work request/ work order only and will not be propagated to the automatically generated orders.
- Create the maintenance plans as outlined here: http://commacmms.com/site/faq/index.php?action=artikel&cat=4&id=20&artlang=en&highlight=maintenance+plan
- Find the maintenance plan you just created on the maintenance plan search console (the last on the list).
- Click to view and then click the "Edit..." button.
- Click "View" on the source work order area.
- Click the "Add" tab and then the "Files" tab.
- Add a link or upload a file. This file will now be associated with the maintenance plan and attached to all maintenance plan issued orders.
- TO ADD A FILE DESCRIPTION
- Proceed as above but before saving the source work order after attaching the file,
- Write the name of the file you just linked or uploaded on the report area, e.g. "Equipment Datasheet"
- Save the source work order
- A new report with the description you just entered will be saved with the file attached to it.