Asset Attachments

Purpose: Use this document as a reference to add single or multiple attachments to one or more asset(s).

Audience: Finance or Asset Management staff and supervisors.

Expand or collapse content Add Attachment to Multiple Assets

Note: This functionality is the only way to add an attachment to multiple assets at one time. Once an asset is entered, this functionality enables users to add attachment(s) at any point in the AM process.

Navigation: Asset Management> Asset Transactions> Asset Attachments

  1. Enter the Business Unit.
  2. Enter or use the selection tool to specify the criteria required to identify the asset(s) that need(s) the attachment(s). Select the Search button.
Asset Attachments search page with the Business Unit and Location fields populated with example data. The Business Unit and Search button are highlighted.
  1. A list of asset(s) selected appears on the screen as a result of the search in step 2. On the far left, select the assets(s) that need the attachment(s).
    1. Immediately above the Search Results section, select the box on the left to select all assets resulting from the search.
  2. To add one or more attachments to more than one asset, select the Add Attachments to Multiple Assets hyperlink.
Asset Attachments page with the Search results section displaying example data. The Add Attachments to Multiple Assets link is highlighted. The checkboxes column within the Search Results section is also highlighted.
  1. In the Add Attachments to Multiple Assets pop-up window, select the Add Attachment button.
Add Attachments to Multiple Assets pop-up window with the Add attachment button highlighted.
  1. Select the Chose File button to bring up your File Explorer. Choose the file to attach. Select the Upload button.
File Attachment window with the Choose File and Upload buttons highlighted.
  1. Enter a description in the Description field.
  2. Select the Add Attachment button to attach another file to the assets OR
  3. Select the OK button if there are no more attachments to add.
Add Attachments to Multple Assets page. The Description field, Add Attachment button, and OK button are highlighted.
  1. On the Asset Attachments page within the Search Results section, in the Attachments Column, it shows the total amount of attachments for each Asset row.
  2. Select the Attachments hyperlink for the Attachment added to an Asset and the Attachments page displays.
  3. Select the File Name for the particular Attachment you want to review.
Attchments page with the Field Name column highlighted.
  1. Process complete.

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