Uploading Safety Data Sheets and Managing Company Documents in the System
Uploading Safety Data Sheets, Policies, and Procedures
Objective
This SOP outlines the steps for uploading safety data sheets, policies, and procedures into the system for easy access by team members.
Key Steps
1. Access Documentation Section 0:00
Navigate to the 'Documentation' section in the system.
This area contains all company details.
2. Manage Safety Data Sheets 0:12
Check for existing standard safety data sheets in the system.
If not needed, delete them.
3. Upload New Safety Data Sheets 0:21
Amend existing safety data sheets or attach new ones.
Fill in the following details:
Document number
Provider name
Expiry date or review date
These details will be automated for reminders.
4. Upload Document Files 0:47
Drag and drop the safety data sheet into the system.
Ensure the document is in PDF format to avoid download issues.
5. Ensure Accessibility for Workers 1:01
Confirm that all safety data sheets are accessible to workers for reference.
6. Upload Shared Documents 1:12
For policies and procedures, navigate to 'Shared Documents'.
Attach the relevant documents with the following details:
Name
Document number
Expiry date
Drag and drop the document into the system.
7. Set Review and Expiry Dates 1:36
Ensure that any review or expiry dates are set for shared documents.
These will also be automated for reminders.
8. Update Documents as Needed 1:51
If a document needs to be reviewed or updated, access the system and make necessary changes.
9. Confirm Document Availability 2:17
Verify that all uploaded documents are specific to your company and accessible to workers and contractors.
Cautionary Notes
Always double-check the document format before uploading to ensure compatibility.
Ensure that sensitive information is not included in shared documents unless necessary.
Tips for Efficiency
Use consistent naming conventions for documents to make searching easier.
Regularly review and update documents to keep information current.
Related Articles
Managing Contractor Details and Document Updates
In this video, I walk you through how to manage contractors' details and upload necessary documents on their behalf. Each contractor has their own profile where you can find all relevant information, including any issues or documents that need ...Who can see what in the 'Documents' section of our portal?
We have some questions recently around who has access to the documents in the company Documents section. Below I have added all of the document types, and who can view them. Only admins can add documents to this section of the portal. Document Type ...Inductee amend and upload new document
In this video, I walk you through the process of uploading and managing documents as a worker within our system. You can easily access your account through the portal or mobile app by navigating to My Account, where you can edit existing documents or ...Uploading Workers' Details Made Easy
In this video, I walk you through the process of uploading workers' details on their behalf. If you have a worker whose information needs updating, simply search for their name in the inductees section and access their profile. From there, you can ...Host Employer, Upload Company information