All documentation

Files and Attachments Guide

Upload, organise, and manage operational files such as SDS sheets, evidence photos, and support documents.

Overview

Attachments provide evidence and context for compliance decisions. Keep them structured, current, and easy to find.

[SCREENSHOT: File Attachment Panel]

Why It Matters

  • Supports audit readiness with traceable evidence.
  • Reduces confusion during reviews and approvals.
  • Improves handovers between office and site teams.

Step-by-Step Instructions

  1. Upload files directly inside relevant records (RAMS, COSHH, inspections).
  2. Use clear naming: project-module-item-version-date.
  3. Include revision/date metadata where possible.
  4. Replace outdated files with current versions.
  5. Confirm upload appears in the correct workspace.

Tips & Best Practices

  • Use PDF for formal outputs and images for field evidence.
  • Avoid generic names like image1.jpg or final.pdf.
  • Keep one source of truth per record.

Warnings / Important Notes

  • Large files may take longer on unstable mobile networks.
  • Outdated SDS or guidance files can invalidate assessments.