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Linking Docs to Assets
Link documents to asset records so the correct manual and schematic surface automatically on every related work order.
Linking Docs to Assets
Linking a document to an asset means the right manual surfaces automatically on every work order for that asset. The tech never has to go looking.
How to Link
- Open the asset record in the register.
- Add the relevant documents from the Knowledge Center.
- Tag each link (manual, schematic, SOP) so the tech knows what they are opening.
- Confirm the link appears on a sample work order.
Why It Pays Off
- The correct manual is one tap away from the work order, not a search away.
- Revisions propagate — update the doc once and every linked asset sees the new version.
- New techs get the same context as veterans without asking.
Tips
Audit your asset-doc links whenever you add a new asset class. A register without linked docs is half-finished.