How to Manage Evidence and Documents
What is this?
Section titled “What is this?”The Evidence page is your central repository for audit-ready proof. You can upload site photos, permits, licences, sign-off records, and even previous SWMS documents.
When to use this?
Section titled “When to use this?”Use this to store compliance evidence. For example, if a subcontractor provides their own previous SWMS, you can upload it here and automatically extract hazards and controls to reuse in your own system.
Prerequisites
Section titled “Prerequisites”- Must be logged in.
- If linking to a project, the job/project must be created first.
Step-by-Step Guide
Section titled “Step-by-Step Guide”- Navigate to the Evidence page from the sidebar.
- Select an evidence category (e.g., ‘Site Photo’, ‘Permit’, ‘My Previous SWMS’) from the dropdown menu.
- Select a linked project (optional) if this evidence belongs to a specific job.
- Click the Upload button and select your file (PDF, JPG, PNG, etc.).
- Extract Hazards (Optional): If you uploaded a ‘My Previous SWMS’, click Extract hazards & controls to automatically analyze the document using AI.
- Review Extraction: Once analyzed, review the extracted hazards, controls, and rules. Click Approve to save them for reuse.
Troubleshooting & FAQs
Section titled “Troubleshooting & FAQs”- Q: Why did my SWMS extraction fail? A: Ensure the file is clear and readable. Scanned documents must be legible. You can click ‘Try again’ if it fails.
- Q: What file types are supported? A: You can upload .pdf, .jpg, .jpeg, .png, .doc, .docx, .xls, and .xlsx files. Note that AI extraction currently only supports PDFs and image files.