All Docs and Certs
The All Docs and Certs tab allows users access to all compliance documentation, past and present, for a given site.
When you export the All Docs and Certs table, the dates in the Date Uploaded, Valid From, and Valid until columns are in the DD-MMM-YY format. This matches existing date formatting in other parts of the application.Navigate to Sites > Sites > All Docs and Certs.
View Files
From this tab you can view, filter, sort, and search for a given document based upon the work order number, compliance category, PPM type, Contractor, and so forth.
Files can be viewed by clicking the file name.
Upload Files
You can upload documents directly from this page, allowing documents to be uploaded outside of the CPPM process. This allows you to upload historical documents.
Click the Upload New button.
A pop-up window opens, which allows you to upload a new file.
Click the Choose File button.
A system Upload dialog box opens.
Browse to the file location.
Select the file you want to upload.
The system Upload dialog box closes.
Select the relevant Compliance Categorydrop-down selector.
Select the appropriate Document Type drop-down selector.
If applicable, click the Search icon to select the Site from the search field.
If applicable, click the Search icon to select the Contractor from the search field.
If applicable, click the Search icon to select the Work Order number from the search field.
Click the Update button.
The uploaded file will then be listed in the Documents and Certificates table.
In the case where a document is loaded and not linked to a work order, the Work Order and WO Type columns in the table will be blank.