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Compliance Documentation

Start by clicking on the relevant Job Card that compliance documentation needs to be added for. Then, click the "Compliance" tab from the sub-navigation bar near the top of the screen.

Lastly, click the "Documentation" tab from the dropdown menu on the left-hand side of the screen.

This will open the Compliance Documentation Tab.

Please see the video below for a demonstration:

Demo of navigating to the Compliance Documentation tab from a job card's Compliance tab

Upload Files to the Compliance Documentation Tab​

From the Compliance Documentation Tab, click the "+ New Document" Button near the top right of the screen.

This will open the New Document Upload Form (pictured below):

New Document upload form with Choose File and URL fields, name field, and Save button

Upload the file by clicking the "Choose File" Button or provide a link in the "URL" field.

Then, set a name for the file and click the "Save" Button.

The file will then be added to the Compliance Documentation Tab.

Please see the video below for a demonstration:

Demo of uploading a compliance document file and saving it to the Documentation tab