FAQ's - Documents

Can I view documents from the mobile app?

There isn't the ability to view general documents in the mobile app, but specific documents can be attached to Safety Plans and Emergency Plans and are then viewable in the mobile app. (Multiple documents can be attached to plans if necessary)

Can other sites see the documents we add?

No. The documents you add are only in your site.

If I put documents in my Shared Folder will all my staff be able to see it?

Nope. The shared document folder is for documents you want other organisations to see, like your Health and Safety policy. Your people don't have access to to this folder. If you want your people to see a document you can put it in any of the other folders, just make sure you have the document set to Everyone can see this.

Can I edit the document folders?

You can edit or add more document folders from the Document Folders option in the Settings screen. Only the top-level 'Groups' that your folders are added to are fixed across all users of PeopleSafe (e.g., Policies, Emergencies, etc) so can't be added to or changed.  

Can I set up different levels of access for the document folders?

At this stage the Document Library doesn't provide for user-level access control on either the document nor the folders. Permissions are applied to documents only, and allow only for whether Coordinators, Managers, or Employees can see the document.

How do I review a Document and complete the Review Task?

To review a document and complete the review document task -  open the document in edit mode (click on the EDIT button next to the document name). If the document hasn't changed click SAVE and you're good to go. 

If you need to update the actual document (i.e. make changes) you'll need to archive the current document version on PeopleSafe and re-upload the new version. If you've archived the old document and uploaded a replacement and the task hasn't disappeared you can manually delete the task.