View & Add Attachments to Asset

View & Add Attachments to Asset

Attachments can be added to assets in the form of pictures, websites, and files. This is a good way to store asset-specific information such as O&M manuals. 

 

Video Overview

 

View Existing Attachments

  1. Open an asset record. 
  2. Scroll to the Attachments zone.
  3. Click the attachment hyperlink to view (pictures) or download an attachment. 
  4. Or, click the dropdown arrow on the attachment and select View or Download.

Screen_Shot_2020-09-24_at_1.49.52_PM.png

 

Add an Attachment

Screen_Shot_2020-02-26_at_11.32.29_AM.png

  1. Click + Add on the attachment zone of an asset record. 
  2. Choose what type of attachment you want to add: a file from your computer, a URL address from the web, or add from your NEXGEN library. 

 

Add a File from Your Computer

  1. Choose the file.
  2. Add a description.
  3. Select a category, and click Save. 

Screen_Shot_2020-02-26_at_11.37.34_AM.png

 

Add a URL Address

  1. Copy and paste the URL address into the URL field.
  2. Add a website name.
  3. Add a description.
  4. Select a category.
  5. Click Attach Link. 

Screen_Shot_2020-02-26_at_11.38.36_AM.png

 

Add an Attachment from the NEXGEN Document Library

  1. Locate the file in the document library by searching or filtering by module.
  2. Select the file.
  3. Click Attach.

Screen_Shot_2020-02-26_at_11.40.45_AM.png

 

Delete an Attachment

  1. Click the attachment hyperlink to view (pictures) or download an attachment. 
  2. Or, click the dropdown arrow on the attachment and select Delete.

 

Screen_Shot_2020-09-24_at_1.49.52_PM.png

 

 


    • Related Articles

    • Add, Modify, and Delete Attachments - General Help

      Attachments can be files or webpage links that you add to different records in NEXGEN to provide additional information. For example, users might attach a PDF of standard operating procedures or a video explaining how to perform a certain maintenance ...

    • Add Attachments and Comments to a Line Item - Condition Assessment

      Users can add attachments and comments per line item on a Condition Assessment. This will allow for other users to be able to more clearly associate files or comments to specific data in NEXGEN as opposed to adding items to the Attachments or ...

    • Create a New Asset - Asset Inventory

      In NEXGEN, an asset can be defined as any piece of physical property that requires maintenance. Assets are tracked and managed in the Asset Inventory module. Before adding assets to the NEXGEN system, users should determine their own criteria for ...

    • Add Attachments and Comments per UDF - Inspection

      Users can add attachments and comments per line item on an inspection. This will allow for other users to be able to more clearly associate files or comments to specific data in NEXGEN instead of adding items with no context in the Attachments or ...

    • Add Items to a Work Order - Work Order

      Previously, adding items to work orders involved a pop-up screen where you could search for items in a list. As of NEXGEN version 12, we have added smarter features for adding items to work orders. The system will now allow users to add items to a ...