Adding a Safe Operating Procedure

To add a safe operating procedure onto the system, you will first need to click into the safe operating procedure module from the site dashboard. 

Before you are able to add any safe operating procedures to the system, you will need to create any categories you wish to have. 

To do this you will need to click manage document categories. 

You will then need to click +new category. 

Fill in the category name and click save. 

Use the breadcrumb trail at the top to click back on manage categories if you need to add anymore category names. 

Once you have added as many as you wish, click on the document list in the bread crumb trail to go back to uploading a safe operating procedure. 

 To add a safe operating procedure you will need to click either + new site document or multi-site document, depending on whether your safe operating procedure is site specific or a multi site document. 

Fill in details: document name, date, select the site, select a category, fill in the review date, select a document owner (if necessary) and then click save. Please note- if you are adding a multi-site document you will need to select an allocation level, which will list any parent levels you have in your structure. 

You will then be able to attach a document via the document uploader section that will show at the bottom of the page after clicking save. Click + add files, attach the relevant document/file and click start upload. 

If you need to add any actions, click +add action and fill in the relevant details. 

For more information on this click here .