Uploading Documents to Assessments

Documents can be uploaded when creating a new assessment or added to existing records through the Safety Library drawer.

Method 1: Upload During Creation

1. When creating a new assessment using the "New Assessment" button
2. Scroll to the "Attachments" section in the creation form
3. Click "Upload Document" or drag and drop files
4. Select your files (PDF, DOC, DOCX, XLS, XLSX supported)
5. Files will be attached when you save the assessment

Method 2: Upload to Existing Assessment

1. Navigate to the Safety Library table
2. Click the pop-out menu button (right arrow icon) on any assessment row
3. The drawer will open showing assessment details
4. Click on the "Attachments" tab
5. Click "Upload Document" button
6. Select your files (max 50MB per file)
7. Files will be uploaded and attached to the assessment

Supported File Types

• PDF documents (.pdf)
• Word documents (.doc, .docx)
• Excel spreadsheets (.xls, .xlsx)
• Other file types may be supported (check with your administrator)

File Size Limits

Maximum file size: 50MB per file

If you need to upload larger files, consider:

• Compressing the file
• Splitting large documents into multiple files
• Using external storage and linking to it

Document Types

When uploading, you can specify:

• Primary Document: The main assessment document (e.g., RAMS PDF)
• Supporting Document: Additional documents that support the assessment
• Photo: Photos of the work area or equipment
• Diagram: Technical diagrams or drawings

Best Practices

• Use clear, descriptive file names
• Include version numbers in file names when applicable
• Add descriptions to attachments for context
• Mark the primary assessment document as "Primary"
• Keep file sizes reasonable for faster loading