Add attachments to scheduled maintenance

Attachments allow you to add additional information, such as user guides or images, to your task.

There are three types of attachments:

• Files, which get saved directly in the generated work order. For example, you could upload a PDF version of the asset's user guide, or an image of a malfunction. 
• Links, which allow you to direct users to information that's already been uploaded to the web. For example, you could link to an instructional video from the asset manufacturer's website.
• Notes, which allow you to add any additional information about the generated work order.

Any attachments on a scheduled maintenance record will be automatically added to any generated work orders.

To add an attachment to a scheduled maintenance record:

1. Navigate to the scheduled maintenance record you want to add an attachment to in Maintenance > Scheduled Maintenance.
2. Click the Files tab:
   
3. Do one of the following:
   • If you are uploading a file:
     1. In the drop-down list at the bottom left of the tab, select File:
        
     2. Click the New icon ().
     3. Select the files you want to attach to the work order.
        Alternately, you can click and drag local files to upload them to the work order. 
     4. Click OK.
   • If you are adding a link:
     1. In the drop-down list at the bottom left of the tab, select Link:
        
     2. Click the New icon ().
     3. Enter a title for the link in the Name field, the URL of the link in the Link field, and any necessary notes:
        
     4. Click OK.
   • If you are adding notes:
     
     1. In the drop-down list at the bottom left of the tab, select Note:
        
     2. Click the New icon (). 
     3. Enter a title for the note in the Name field and then fill out the Notes field as needed:
        
     4. Click OK. 
4. Click Save in the top menu bar.
   These attachments will now be added to any future generated work orders.