A guide to archiving Safety Documents that are no longer required on a Site, on behalf of a Supplier.
If a Supplier Document such as a Work Methodology (SWMS, RAMS, SSSP), Safety Data Sheet (SDS), Insurance, or other is no longer required on a Site, and workers no longer need to sign-off or have access to it, you can archive it. This will save the history of that document, but will no longer make it accessible on-site. This guide will show you how to do that.
Table of Contents
Requirements 🔑
Permissions: Company/Site Host with "Supplier Management" Permissions. If you do not have access, please contact your 1Breadcrumb administrator.
Web Portal Instructions 💻
Step 1: Navigate to the Supplier Onboarding Portal
- Click on the Sites menu from the left-hand toolbar
- Search for the Site you are currently managing
- Once found, click on the red Suppliers button
- Search for the Supplier you want to manage
- Click on the orange View button next to the Suppliers existing documents
- This will load the Supplier Onboarding portal
Step 2: Archive the selected Documents
- Scroll down to find all documents already uploaded by this Supplier
- Using the checkbox on the left-hand side, select the document(s) you wish to archive
- Once selected, click on the blue Archive File button at the bottom of the screen
- In the pop-up window, click the red Archive button to finalise the changes
- Once archived, this document will now show in the Supplier Document Archive tab
Mobile App Instructions 📱
This feature is not available on the Mobile App.
You can now Archive a Supplier Document on behalf of a Supplier.