Uploading calibration certificates, inspection forms or maintenant reports ensures your equipment records remain complete, compliant, and easily accessible at any time.
Step-by-Step Instructions #
- Go to Equipment
- From the main dashboard, navigate to the Asset overview module.
- Select the Equipment
- Use the search bar or filters to find the equipment you want to update.
- Click on the equipment to open its detailed view.
- Open the editable section
- Click on the Edit icon to open the editable view.
- Move the operational status toggle from In operation to Under maintenance (the toggle is visible only if you have the proper permissions).
- Navigate to the Maintenance history within the equipment profile.
- Click “Upload Document”
- Select the Upload button to add a new file.
- Fill in Document Details
- Enter relevant information:
- Document type (e.g., Calibration Certificate)
- Maintenance date
- Enter relevant information:
- Select File
- Click Select file and upload the certificate (PDF).
- Save
- Click Upload file to upload and attach the document to the equipment.
Best Practices #
- Always include the calibration date to maintain accurate records.
- Upload certificates immediately after calibration to avoid compliance gaps.
- Set the toggle back to “In Operation” once maintenance is completed.
⚠️ Important Notes #
- Uploaded documents are securely stored and linked to the equipment.
- Only users with appropriate permissions can upload or modify documents.
- Ensure the document is legible before uploading.
