Reviewing Reference Documents for a Work Request
Archibus SaaS / Maintenance / Corrective Maintenance / Maintenance Console
Corrective Maintenance / Maintenance Console
Preventive Maintenance / Maintenance Console
Maintenance Mobile App
Review Reference Documents for a Work Request
If a document has been associated with one of the following elements associated with this work request, then the work request will automatically have a link to that document.
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Equipment
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Equipment Standard
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Problem Type
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PM Procedures
This type of document is known as a reference document . Your business process owner sets up reference documents using the Manage Reference Documents task. Additionally, you can set up reference documents as part of defining equipment .
From the Maintenance Console
Note : To see other documents associated with the work request, use the Maintenance Console's Documents and Activity tab, and the Equipment Documents section of the Equipment tab.
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From the Maintenance Console, click on the Work Request Code field for a work request in the grid.
You move to the Work Request form.
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If the work request has associated reference documents, the Work Request form includes the References tab. Move to the References tab. Expand the Reference Materials section.
- In the Document or URL column, click on the link for a document.
From the Maintenance mobile app
Working from the Maintenance mobile app, if reference documents have been associated with a problem type of preventive maintenance procedure for one of your work requests, you can use the References button to access those documents. The button is available from the Update screen.
