Managing Documents

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Click Documents- View Documents to view all documents for selected sites.

Viewing Documents

You will see each category of document represented as a folder. When the category is red that indicates that there are documents that need attention in that category. A number next to a category indicates how many documents need attention.

Expanding the categories will list each document for each selected site. A green tick next to each document indicates that this document is still within it's renewal period (if it has one). A red exclamation mark indicates that the document has expired.

When a document is listed with red text it has expired, or is due to expire within 30 days, or that document has outstanding actionable items.

Expanding each document you can see the current, most recent, document and any historical, previous, documents.

Expanding "Most Recent Document" or "Previous Document" will enable you to view that document.

Clicking "Expand All" at the top of the page will expand all documents.

Downloading Documents

To download a document;

  • First select the site for the document you wish to view.
  • Expand the category
  • Expand the document
  • Expand either "Most Recent Document" or "Previous Document".
  • Click on the file you wish to download.
  • Click on the magnifying glass at the top of the page to download that document.

Uploading Documents and Renewing Documents

To upload or renew a document;

  • First select the site for the document you wish to view.
  • Expand the category
  • Select the document you wish to upload a new file to.
  • Drag and drop the file you wish to upload into the "Drop Files Here" box, or click select to browse for the file.
  • Enter the document issuing date, the next renewal date will be set from this issuing date.
  • Click "Save File" to complete the upload.
  • If a document already exists for this document it will be moved to "Previous Documents" and the new file will replace it as the most recent document.

Actionable items

Adding actionable items

  • Expand the category
  • Expand the document
  • Expand either "Most Recent Document" or "Previous Document".
  • Click on the file you wish to add actionable items to.
  • At the top of the page click "Add New Action".
  • Fill out the action, when it is due and who it is assigned to.
  • Click submit.

Editing actionable items

  • Expand the category
  • Expand the certificate
  • Expand either "Most Recent Document" or "Previous Document".
  • Click on the file you wish to edit the actionable item for.
  • Click the pencil icon next to the actionable item you wish to edit.
  • Make any changes and click "Submit Edit"

Deleting actionable items

  • Expand the category
  • Expand the Document
  • Expand either "Most Recent Document" or "Previous Document".
  • Click on the file you wish to delete the actionable item for.
  • Click "Delete"

Completing off actionable items

  • Expand the category
  • Expand the document
  • Expand either "Most Recent Document" or "Previous Document".
  • Click on the file that contains the actionable item you wish to mark as completed.
  • Click "Completed"