Table of Contents

Managing Asset Documentation

Jordan Millar Updated by Jordan Millar

Documents such as manuals, certificates, policies and insurance can be stored against Assets, Asset Classes and Sites. These documents are made available in the ChekRite & ChekMate apps and can optionally be shared with others internal and external to your organisation.

Managing Document Types

Before you start uploading any documents you will need to set up the document types that you will be using in your organisation. Common document types you might use include Manuals, Insurance, Policy, Certificate, etc.

Creating the Document Types Table

If you have never set up any Document Types before, you will first have to create the Document Types table. This may have already been done so you may not need to do this step. To set up the Document Types table:

  1. Navigate to Advanced > Customise > Tables
  2. Confirm that there is not already a Document Types table in the list of Tables
  3. Push the New button
  4. Enter the name Document Types in the Name field
  5. Select Document Type from the Class drop down

Managing Document Type Entries

Once the Document Types table is created you can start adding Document Types. These will be the types of documents that you might be adding into your system such as Manuals, Insurance certificates or Policies.

  1. Navigate to Advanced > Customise > Items
  2. Push the New button
  3. Enter the name of the document type in the Item field
  4. Optionally enter a description of the document type in the Description field

Managing Asset Documents

To add documents specific to a particular asset, you need to add them at the Asset level.

  1. Navigate to Assets
  2. Select the asset you want to add documents to.
  1. Push the Documents button. A window will open for you to add your documents.
  2. Push the New Document button.
  3. Enter the details of the document and push the paperclip icon to select the document on your computer. You can upload image or PDF type documents.
  1. Select the Shareable flag if you want people to be able to share this document external to your organisation.
  2. Push Submit.

The document will now be added to that asset and will be synced down to the ChekRite apps when they next sync. If you have selected the Shareable flag, this document can be shared with other people.

Managing Asset Class Documents

To add documents that are for one or more asset classes, you need to add them at the Asset Class level. For example, an operators manual for a piece of equipment would be applicable to all the assets of the same Make & Model.

  1. Navigate to Companies > Sites > Asset Classes
  2. Select the asset class you want to add documents to.
  1. Push the Documents button. A window will open for you to add your documents.
  1. Push the New Document button.
  2. Enter the details of the document and push the paperclip icon to select the document on your computer. You can upload image or PDF type documents.
  1. If the document is applicable to more than one asset class, you can select them under the Asset Class field.
  2. Select the Shareable flag if you want people to be able to share this document external to your organisation.
  3. Push Submit.

The document will now be added to that asset class and will be synced down to the ChekRite apps when they next sync. Any asset of that class will be able to view the document and if you have selected the Shareable flag can be shared with other people.

Managing Site Document

To add documents that are for one or more sites, you need to add them at the Site level. For example, you might have a policy document or site wide document that you want to ensure your users can access from their apps.

  1. Navigate to Companies > Sites > General
  1. Push the Documents button. A window will open for you to add your documents.
  1. Push the New Document button.
  2. Enter the details of the document and push the paperclip icon to select the document on your computer. You can upload image or PDF type documents.
  1. If the document is applicable to more than one site, you can select multiple sites under the Site field.
  2. Select the Shareable flag if you want people to be able to share this document external to your organisation.
  3. Push Submit.

The document will now be added to that site and will be synced down to the ChekRite apps when they next sync. Any asset in the site will be able to view the document and if you have selected the Shareable flag can be shared with other people.

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