Attaching a Resource to Users, Suppliers, Equipment and Sites
You can attach a Resource to Users, Suppliers/ Subcontractors, Equipment, and Sites. These can be either a Document or a Certificate & Permit
Adding
Resources to a User/Supplier/Equipment/Sites:
The process of adding resources is the same for Users, Suppliers, Equipment and Sites.
Examples
- Site - attach Certificate & Permits You need a reminder to update
- User - attach relevant training records to a specific User
- Equipment - You can add a WOF or Rego date to your Certificate & Permit so that you receive reminders when they need to be updated.
- Supplier - A supplier may have a policy or Health & Safety document that needs to be reviewed on a certain date
To do this:
- Log into your Admin Console (computer side)
- Click on the User, Supplier, Site or Equipment Page
- Click the Pencil Icon on the item you want to add a resource to
- Select the Resource tab
- Click the Orange Plus Button
- Click either File, Certificate & Permit or Link depending on your resource type
- Click the Upload Button to attach resources
- Give the file a name and choose the best-fit category
- Click SAVE