Change the Documents in a Work Order

Before you begin

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About this task

You can upload a document to the document store, or attach or remove a document from an operation or all operations in the work order. When you upload a document, it is stored in a document store application named Apache CouchDB. The following conditions apply when you upload a document or attach a document:
  • You can use documents of the PDF format only.
  • The maximum file size allowed is 25 MB.
  • You can attach a document to an operation only if the operation is not started.
  • You can attach a document to all the operations in the work order if at least one of the operations is not started.

Procedure

  1. Access the work order that you want to modify.
  2. In the upper-right corner of the page, select , and then select Edit workorder.
    The Edit <work order name> page appears, displaying a list of operations in the work order.
  3. Select Documents.
    The Documents workspace appears, displaying a list of documents associated with the work order.
  4. If you want to upload a document to the document store:
    1. Select .
      The Upload document window appears.
    2. Provide values as specified in the following table, and then select Upload.
      BoxDescription
      FILE NAME / URLIdentifies the URL or path to the document. The URL must use the HTTPS protocol.
      Tip:
      If the document is stored in the local machine or in a network location accessible from the local machine, you can select Browse to go to the path.
      NAMEIdentifies the name of the document. Enter a unique value that does not exceed 100 characters.
      Important:
      If a document with the same name exists, a new version of the same document is created, and is assigned the product line, material, and equipment of the original document. Therefore, you must ensure that the document name is unique among all the documents stored in the Plant Applications file store.
      ENGINEERING REVISION #Identifies the revision number of the document as specified in your organization. For example, if the document that you want to upload is a design document of revision number 15, enter 15.
      Note:
      The engineering revision number is different from the revision number maintained in the document store.
      DESCRIPTIONIdentifies the description of the document. You must enter a value.
      Note:
      You can also upload a new version of a document.
    The document is uploaded to the document store.
  5. If you want to attach a document to an operation or all operations in the work order:
    1. If you want to attach the document to all the operations, select ALL OPERATIONS. If you want to attach the document to a single operation, select the operation. You can, however, select an operation only if it is not started.
    2. Select .
      The Attach Documents and/or URLs window appears, displaying a list of documents that are available.
      Tip:
      • You can preview a document by selecting the link in the FILE/URL column.
      • By default, the latest version of each document appears in the list. If you want to attach a previous version of a document, in the row containing the document, select .
    3. In each row containing the document that you want to attach, select the check box.
      Tip:
      You can select all the documents in the list by selecting the check box in the column heading.
    4. Select Attach.
      The document is attached to the operation or all operations in the work order.