Library and categories
Category headings with Uncategorized last; New category, Edit, arrows and Remove.
Where: Dashboard → Documents → Library
Who can: Documents: View
Documents
The procedures library, including safe work practices. Documents can be linked on an FLHA, so anyone who hasn't read them is flagged at sign-off.
Who uses itWorkerAdminPlanAll plans
On the admin side
4 featuresDashboard and the Admin paneDocument tabs
Overview, Assignment, Document, Acknowledgments and Changelog, the same as Policies.
Where: Documents → document
Who can: Documents: View
Publish a version
Replace the file with a reason; the Changelog keeps the history.
Where: Document → Document
Who can: Publish Procedure Documents right
Linked on the FLHA
Documents linked in FLHA Job Details are listed at sign-off; anyone who hasn't read one is flagged red.
Where: FLHA → signing page
Who can: Automatic
On the worker side
1 featureFieldView and your profile menuRead and acknowledge
Documents your position requires; readable with no signal too.
Where: Profile menu → Documents
Who can: Everyone
Related articles
- Policies and Documents: publish, assign and see who has read themAdd a policy or a document, choose who must acknowledge it, publish a new version the right way, and track acknowledgments.
- Documents, deleting records, and read-only accountsHow the Documents library is organised, what each record's Changelog shows, how a Company Admin deletes a record filed by mistake or closes the company, and what read-only means.
- Field Level Hazard Assessment: signing it offOne phone handed round the crew: each person reads the assessment, answers their own checks and signs; the supervisor signs last, which closes it.