The Safety Docs feature allows administrators to efficiently organize, manage, and modify safety-related documents within the platform. Below is a step-by-step guide on how to access, create folders, modify content, and add files.
Accessing Safety Documents
To access the Safety Documents section:
Navigate to the online Administrator View.
Select Safety Documents from the far-left menu.
Building, Naming, and Modifying Folders
Creating a New Folder
Click on the “Add New” (blue link) above the document listing.
Select “Folder” as the document type.
Enter a name for the folder.
Click “Add” to create the folder.
Renaming a Folder
Locate the folder in the document listing.
Click the “Edit” option on the far-right.
Enter the new folder name.
Click “Update” to save changes.
Modifying Content
Editing or Deleting Files
Open the folder containing the file you want to modify.
Use the edit or delete functions on the far-right of the document listing.
Additional Edit Options
Change display names
Hide or move items
Preview documents
Adding Files to Safety Docs
Adding files follows the same process as creating a folder:
Click “Add New” and select “File” instead of “Folder.”
Upload the selected document.
Click “Close” to finalize the upload.
Download the Safety Docs Overview PDF here: