Attaching a Resource to Users, Suppliers and Equipment

Do you want to attach certificates and records to a User, or an Approved Suppliers Certificate to a Supplier, or a manual to a piece of Equipment? You can do this by attaching a resource to a specific field!


In this Article

Adding Resources to a User/Supplier/Equipment

The process of adding resources is the same for Users, Suppliers, and Equipment. To do this: 

  1. Log into your Administration Console 
  2. Click on the User, Supplier or Equipment Page 
  3. Click the 'Pencil' Icon on the item you want to add a resource to
  4. Scroll down to the 'Resource' section and click the 'Green Plus Button'

  5. Click either 'File' or 'Link' depending on your resource type 
  6. Click the 'Upload Button' to upload the resource
  7. Give the file a name and choose a 'best fit' category
  8. Click 'SAVE'

You can view attached Supplier and Equipment resources from the mobile application (if you have an Internet connection). This is very useful if you have a training document, Standard Operating Procedure or maintenance manual attached to a piece of equipment.

Resources Belonging to Equipment/Suppliers/Users

Once your resource is attached you can find it in the Resources page in the Administration Console. Resources attached to Users/Suppliers/Equipment are shown with the relevant icon and will show what they are attached. For more information on uploading resources click here! 

Note: The current limit on file size is 3 MB (3,000 KB). If your file does not upload please check that it is not too large.

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