Enterprise Content Management

Enterprise Content Management, or ECM, is the governed document layer for FactVerse. It helps teams organize operating manuals, inspection evidence, maintenance records, training materials, compliance packages, and site knowledge in the same environment where assets, work orders, digital twins, and AI Agent workflows are used.

Use this section when documents need to become reliable operating context instead of files stored outside the workflow.

Operating flow

What ECM helps teams manage

Area	Typical content	Used by
Facility operations	Equipment manuals, BMS records, site drawings, inspection photos, operating procedures	Facility managers, inspectors, maintenance teams
Predictive maintenance	Maintenance history, failure reports, vibration or sensor evidence, replacement records	Reliability teams, data stewards, AI Agent workflows
Compliance and audit	Approval records, signed documents, retention evidence, exception notes, generated compliance packs	Compliance owners, auditors, project administrators
Field work	Mobile photos, job attachments, repair notes, handover materials	Field technicians, supervisors, remote experts
Digital twin context	Documents linked to assets, areas, systems, and work orders	Inspector, Designer, AI Agent, Twin Engine workflows

Role paths

Role	Start with	Confirm before handoff
Operations user	Getting Started with ECM	Documents are in the right folder, searchable, and linked to the right asset or work order.
Document owner	Document Workspace	Folder structure, tags, versions, and ownership are ready for daily use.
Tenant administrator	Permissions and Governance	Roles, folder access, classification, policies, and audit expectations are configured.
Process owner	Workflows and Approvals	Review, approval, signature, and record retention steps match the operating process.
Integration owner	Connectors and Imports	Source ownership, sync cadence, folder target, and validation steps are defined.
AI workflow owner	ECM for AI Agent	Source documents, access rules, version scope, and citation expectations are clear.

Common lifecycle

Phase	ECM area	Result
Collect	Uploads, mobile capture, connectors, imports	Documents and field records enter the tenant.
Organize	Folders, tags, metadata, asset links	Content can be found by team, asset, site, or workflow.
Govern	Roles, folder access, classification, policies	Access follows project and compliance rules.
Use	Preview, download, search, comments, workspaces	Teams can use approved content in daily operations.
Approve	Workflow, signatures, approval status	Changes move through review before release or record declaration.
Retain	Audit logs, compliance packs, retention actions	Evidence remains traceable for handover and audit.
Reuse	AI Agent, SOPs, predictive maintenance, Inspector	Documents become governed context for operations and intelligence.

Product boundary

ECM manages operating documents and evidence inside FactVerse. Source systems such as EAM, CMMS, SharePoint, file servers, data historians, and external compliance systems can remain the source of record when a project defines them that way. ECM records how documents are used, linked, reviewed, and governed inside FactVerse workflows.

AI-assisted search, comparison, translation, and compliance review should be treated as workflow assistance. The customer process, assigned owners, approvals, and audit record decide what becomes official.

Read next

Page	Use
Getting Started with ECM	Create a folder, upload a document, tag it, link it to an asset, and verify access.
Document Workspace	Understand folders, versions, tags, search, workspaces, and document relationships.
Permissions and Governance	Plan roles, folder access, classification, policies, and audit.
Workflows and Approvals	Build document review, approval, signature, and record handover flows.
Connectors and Imports	Bring external documents into FactVerse with owner and sync controls.
ECM for AI Agent	Prepare governed document context for AI Agent workflows.
ECM Recipes	Follow task-oriented guides for operations, maintenance, compliance, and field records.