Quick Reference and SDS: opening an item

In Quick Reference or Materials & SDS, click an item's name to open its page. A PDF or picture shows right there, and Word, Excel and PowerPoint files show through Microsoft's online viewer. Beside it: status and expiry, collection, who issued it (or the supplier for an SDS), locations, and whether workers can see it. Download saves the file; Edit (admins) opens the same edit window as before.

Adding a Quick Reference item (admins)

Quick Reference is what a crew needs to see fast: hand signals, charts, Medical Aid vs First Aid, the company's insurance letter or clearance, the key part of a procedure. Adding and changing items is for Admins.

1. Admin side → Quick Reference → Add quick reference.
2. Document name and collection, who issued it, the issue date, and an expiry date if it has one (leave it empty if it never expires).
3. Upload the file, or link to it.
4. Where it applies: Everywhere, or chosen locations.
5. Tick Workers can see this to show it on FieldView → Quick Reference, and keep Active ticked. Save.

Workers open it from FieldView → Quick Reference, with no signal too once the phone has a copy. For safety data sheets, see "Materials & SDS: the binder, suppliers and QR codes".