Attaching a Resource to Users, Suppliers, Equipment and Sites
Why and How?
To attach a resource to a User, Supplier, Equipment or Site, you can either add it from the item itself (for example: within the Sites or Team & Users page), or upload it from the Resources tab, and set the assignment manually.
This makes documents and files easier to find from the Mobile App and Admin Console. For example, if you assign your Site plan documents to a Site item, your field workers or site managers can find those documents easily from the Mobile App to save (1) Scrolling through a large list of documents, (2) ensuring your specific documents are all in the same place.
Examples
- Site - Attach relevant site plans
- User - Attach training records, competencies or certificates
- Equipment - You can add a Registration date, a log of maintenance, or invoices
- Supplier - A supplier may have a policy or Health & Safety document that needs to be reviewed on a certain date
To Upload a file to a Specific Item
- Log into your Admin Console
- Select the Resource tab
- Click Upload File
- Select the file(s) from your device
- Enter a File Name and choose the Location
- Then select Set Assignment (e.g Site, User, Equipment or Supplier)
- Enter the Type, and the Item
- Click SAVE
To Set Expiration Dates or Issue Dates
- Open the file using the three dots, and select Edit
- Select Yes under the "Is this a certificate? * text or toggle on Set Issue and Expiry Date
- Enter the Issue or Expiry date (you don't have enter both if either option don't apply to the file)
- SAVE your changes
Turning on Expiration Notifications:
This ensures that you receive notifications for any documents that are 2 weeks from expiring.
- Head to the Team & Users page
- Select the Pencil Icon against your, or a relevant users' instance
- Scroll down the Notification Matrix and toggle the Certificate Expiry checkbox for Email or Push Notifications
- SAVE
