Adding document references to valves
You can link an existing document to one or more valves directly from the Valves list.
Before you start: The document link must already be added to the Documents section of ValveTrack. Check this article on how to manage document links. Only documents that exist there will appear in the selection list — you can't add a new file from this dialog.
In the Valves list, tick the checkbox next to the valve (or valves) you want to link a document to.
Click Documents in the toolbar, then select Add document reference(s) from the dropdown.
Click the drop-down arrow. A list of linked documents appears. Use the search box if needed, then tick each document you want to add.
Click Add document references to confirm.
Removing document references from valves
You can remove a document reference from one or more valves without deleting the document itself from ValveTrack. This is useful when a document was linked to the wrong valve, or is no longer relevant to it.
Note: This only removes the link between the valve and the document. The document stays available in your document library and remains linked to any other valves it's referenced on.
Without using an Excel template:
In the Valves list, tick the checkbox next to the valve (or valves) you want to remove a document from.
Click Documents in the toolbar, then select Remove document reference(s) from the dropdown.
Click the drop-down arrow. A list of linked documents appears. Use the search box if needed, then tick each document you want to remove.
Select the documents and click Remove document references to confirm.
Using Excel Template
Go to the Documents section and click the 'Import documents' button to the right
Click the 'Download template' button under the sub-heading 'Import document references'
The downloaded Excel sheet will include a new column called 'Delete'
The default input is set to False (i.e. not to delete the document reference(s)). To delete a document reference, please select the input True from the dropdown list in the relevant cell. Save the Excel template
Upload the updated list and the system will run a scan on items to be added as New (N), Updated (U) or Deleted (D)
Submit the template and the stated document references will be deleted / un-linked to the relevant valve
TIP: if you have a lot of valves (hundreds or thousands), you can delete all the 'not needed lines to be checked by the system' in the Excel file to be uploaded. The system will then be able to run the check much faster by going through only a few lines, rather than all of them in the spreadsheet. In the example above, when I want to delete only 3 document references - then the Excel sheet could look like this with only three rows to be uploaded and checked by the system
