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
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
If you'd like to learn more about adding a resource Click Here