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Environmental & Risk Management / Environmental Health & Safety / Documentation

Upload a Document to the Library

You can upload various types of documents to the library.

To upload a document:

1. In the Process Navigator, click EH&S/ Documentation / Track EH&S Documents.
2. In the Filter pane Click Show.

   Any documents in the library are listed in the middle pane.

3. Click Add New at the top of the middle pane.
4. A blank EH&S Document form is displayed in the bottom pane.
   Enter some or all of the following information into the form...

   • Document Name
   • Document Author
   • Document Category (if defined in EH&S Background Data)
   • Document Type (if defined in EH&S Background Data)
   • Document Folder (if defined in EH&S Background Data)
   • Document Date
   • Document Review Group
   • Description
   • Document Notes
   • Site Code
   • Building Code
   • Related PPE Type
   • Related Medical Monitoring
   • Related Training
   • Related Incident

5. Click Save in the title bar of the EH&S Document Form in the bottom pane.

   Your information is saved and the Document field is activated.

6. Click the up-arrow in the Document field to access the Check In New Document window,
7. Browse to the file to you want to check in, select it and click Open.
8. In New Document window set the Check In Status. Choose:
   • Locked: To prevent other users from editing or updating the document
   • Unlocked: To allow other users to edit or update the document
9. Click OK.

   The document is checked into the EH&S library with the associations and information provided.

Note: The System Administrator at your site determines the file types (pdf, doc, xls, txt, etc.) that can be checked in and also whether the system supports tracking multiple versions of a document.