Documents & Images



Outline


This section introduces Documents & Images that are stored for each asset.


Link to Documents & Images


The Documents & Images page can be reached by clicking on the link found in the Asset Details toolbox of the particular asset a user is viewing.

This page enables users to:

  • View a list of existing uploaded documents & images
  • Select a document or image to view
  • Upload documents & images (depending on the user's security access)
  • Delete a document or image (depending on the user's security access)

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Existing Documents & Images


The Documents & Images page provides a list of documents & images for a Facility & its Assets.

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View a Document or Image File


Select an item from the table of existing Documents & Images & 'view file'.

The file will open in a new browser window. Note that not all file types will be viewable. AutoCAD files (DWG) can only be viewed if you have AutoCAD or Microsoft Visio installed.

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Uploading New Documents or Images


Users with appropriate security access can upload & maintain documents & images stored for Facilities & Assets.

The Documents & Images page provides options regarding file types that can be loaded and guidelines on setting up an image correctly. To upload a document or image:

  • Choose a File Type to be uploaded
  • Enter the File Name or 'Browse' for the file
  • Enter a Description of the file - eg, Building 02 Level 1
  • Enter the Author's name
  • Enter a Date that the Image/Document is effective
  • Add notes if extra information is required
  • 'upload' the image

After adding a new item, a summary table will appear below the document and images list listing any existing uploaded documents & images. There are also buttons to 'view' a stored document or image, 'delete' an existing file that may be outdated or not relevant.

If no image types have been loaded for the Asset class being viewed, the message 'Images cannot be uploaded for this asset because no image types have been defined' will be displayed. See the System Administrator if a new image type needs to be defined.

Note: port]e[co is not an image management system. For this reason, image & document types have been restricted.

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Document types & size


To view & print images clearly, they must be correctly uploaded into port]e[co. Document & Images guidelines are available from the [more info] link when selecting the Image Type.

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Document & Image File Choices


When loading images for a Site & other assets the available file formats are:

  • Site or facility logo file type - GIF, BMP
  • SVG file type - SVG, SVGZ
  • Official site image - GIF, BMP
  • Documents file type - PDF, XLS, XLSX, KMZ, DOC, DOCX
  • AutoCAD file type - DWG

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Printing & Saving Multiple Documents


To print or save multiple documents, select the file type to be printed or saved from the drop-down list. The 'Available' box will display files of the selected file type. Use the arrow buttons to select the files to be printed or saved. The 'To Print/Save' box will display the selected files.

When the files have been selected, select save or print using the buttons. Saving will create a zipped folder of the files selected. The print button will remain disabled for file types that do not support printing (e.g. .dwg).

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Additional Resources


Printable PDF Process Diagrams Process Diagram - Documents & Images pdf link
Printable PDF Process Diagrams Process Diagram - Printing PDF Plans pdf link