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Edit/Replace a File

Background

Files such as schematics, wiring diagrams, and manuals are uploaded to the system and then linked to assets, PMs, and work orders. If a newer version of a file become available, the master file is swapped out for the latest.

Procedure

1. In the top navigation bar, click the Settings icon and select File Manager from the dropdown

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2. Locate the file to be edited using the search feature

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3. Click Edit and the file line item

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4. Edit the file name in the Filename input field if needed

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5. To swap the file out for a newer version, click Edit

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6. Click to upload a replacement file

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7. Click Save when done

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