X-ERP Help

Attachments

Attachments keep the documents belonging to the resource in the right place: operating instructions, test reports, photos or maintenance documents remain discoverable with metadata, status and resubmission.

Resource tab attachments

Attachments keep the documents belonging to the resource in the right place: operating instructions, test reports, photos or maintenance documents remain discoverable with metadata, status and resubmission.

Before deleting or replacing a file, check whether it is needed for maintenance, evidence, or workplace safety. Store released and historical statuses in a comprehensible manner.

Work safely

Name the document clearly, save the attachment, upload the file and add status, validity and resubmission.

Related topics

  1. For specialist users – Use individual modules safely and efficiently › Master data › Resources › Register tabs › Production steps
  2. For specialist users – Use individual modules safely and efficiently › Master data › Resources › Register tabs › Overview

Frequently asked questions

What is the Attachments resource tab for?

Attachments keep the documents belonging to the resource in the right place: operating instructions, test reports, photos or maintenance documents remain discoverable with metadata, status and resubmission.

What should I check before saving or continuing to work?

Before deleting or replacing a file, check whether it is needed for maintenance, evidence, or workplace safety. Store released and historical statuses in a comprehensible manner.