Safety Documents

Admins can create and manage safety documents, and categories.  

Create a Safety Document

1. Log into the web portal.
2. Select 'Safety Documents'.
3. Select 'New Document'.
4. Enter the documents details and upload a file or enter a link.
5. Assign and owner and set an expiry date (optional).
6. Select ‘Save’.

Creating Categories

1. Log into the web portal.
2. Select 'Safety Documents'.
3. Select the cogs icons and ‘Edit Category’.
4. Select ‘Add Category’.
5. Name the categories.
6. Select ‘Save’.

Safety Document Ownership & Expiry Dates

Any user can be assigned as a document owner. Owners can edit documents they own and are responsible for keeping them up to date. Only admins can change ownerships.

Owners will receive email notifications prior to their document's expiry date (if set), reminding them to either upload a new file or extend the expiry date. If a new file is uploaded, six months is automatically added from the present date. Documents are not deleted if their expiry dates are met.

Reminder emails are sent to owners:

• 4 weeks prior to the documents expiry date.
• 1 week prior to the documents expiry date.
• 1 day prior to the documents expiry date.

Download and Delete Safety Documents

Go to the Safety Documents menu, find the document you need, and click the three dots. From there, you can choose to either download or delete the document."

Activity Type Safety Documents

Safety Documents can be added to an activity type. The document will be available to view for the user before and during their activity. For more information check out the following article: Managing Activity Types