Documents can be uploaded to the web portal for all users within the organisation to download and view. These documents may include important information, such as health and safety regulations, fire drill procedures, and other relevant resources.
Admins can create and manage safety documents, and categories.
- Log into the web portal.
- Select 'Safety Documents'.
- Select 'New Document'.
- Enter the documents details and upload a file.
- Assign and owner and set an expiry date (optional).
- Select ‘Save’.
Creating Categories
- Log into the web portal.
- Select 'Safety Documents'.
- Select the cogs icons and ‘Edit Category’.
- select ‘Add Category’.
- Name the categories.
- 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.
