Introduction to Workplace Documents

You can see below, there are default Document Categories that are available, these can be disabled by selecting the Red - button top right corner.

You should hide the unwanted categories early on, as you can't hide a category that has files in it.

There is also an ability to search the Title, Description field & file names using the green search button.

If you want to, for example upload an SDS Document, select the first Document Category "Chemical Management" this will display the image below, you will also see the default sub categories that have been added, "SDS" is where you want to save all your SDS files.

To upload a Workplace Document (in this example an SDS Document), clicking the + button, top right corner, this will display a window similar to below, you can upload this document into a different sub category if you need to, you can "Use Sub Categories" toggle, you will be able to select a specific sub category to save to, it will already be preselected to the subcategory, as is below. If you clicked "Add Document" within a subcategory.

The "Assign to" value is given ownership of the file, and will also be the receiver of any notifications of this file being deleted or coming up to an expiry date.

You have the ability to share a document to a specific group if required, only managers and above can create groups.

All files uploaded are available to the Site Admins roles at each site.

If an SDS does become obsolete from the Manufacture, you can set the document to "discontinued" this option only appears after an SDS is saved the first time.

You can also assign a Pictogram to your SDS if required.

If you have any qustions please contact support@sm8a.com.au