How does the menu item "Document archive" work?

Here you can read about why there are already folders among your documents and how to upload your documents.

Folders

When the system is activated for you as a customer, it's also created five standard folders. The name of these folders are as follow:

HSE-handbook

Revisions

Risk analysis

Checklists

Safety walk

HR

 

These five folders are also marked with bold text so you can distinguish between standard folders and those you create yourself. All users in your company have access to these folders, but who has access to the documents depends on the department for which they were created. All PDFs that are created automatically by the HSE system are stored in these folders. For example, if you carry out a revision in the system, it will automatically be saved in the folder "Revisions". The document will then be available to users in the department where the revision is carried out.

You cannot edit or delete these folders. You also cannot delete the documents that are saved here automatically. If you wish, you can sort them into subfolders that you create yourself.

You can also upload documents in these folders manually if you wish, and the documents that are uploaded manually can be deleted at any time.

 

The users who has the user type admin will always be able to see and edit all folders and documents that are uploaded.

Create a folder

To create a new folder, click on "New folder", choose a name for the folder and then choose who should have access to it. If you want everyone in the company to have access, you can either select departments and then select the entire company, or select roles and then all roles. By doing this, all employees you add later also gets access to the folder automatically. If you choose to share the folder with employees, only the employees chosen there will have access.

When you click "Create", the folder will appear in the list of folders. To create a subfolder, you must first click into the main folder, and then click on "New folder".

 

If you want to change who has access to the folder, do so by clicking on the pen in the "Actions" column.

If there are documents stored in this folder that are shared with individual employees you must first move or delete these documents from the folder. 

Upload documents

To upload a document, you must first go into the folder where you want to save the document, and then click on "Upload". First, fill in what the name of the document should be and upload the file. In step 2, you choose whether the document should be visible to everyone who has access to the folder or whether it should only be visible to certain employees. If you choose to share with certain employees, you will only be able to choose between the employees who have access to mapp. In the last step, you check that everything is correct and when you are done, click on "Complete". Now the document will appear in the list for everyone who has access to it.

 

If you cannot see the buttons to upload documents or to create folders, it means your role does not have access to do this. Admin users can edit who has the access to uploading documents under role settings.