Upload Safety Documents on Behalf of a Supplier

A guide for Hosts wanting to upload Safety Documents on behalf of a Supplier before, or when on a Site.

In the onboarding process, Suppliers are requested to upload their Safety Documents to the 1Breadcrumb system for the Head Builder to review. These documents include Work Methodology (SWMS, RAMS, SSSP), Safety Data Sheet (SDS), Insurance, and other document kinds depending on your Company Settings. In the circumstance that a Supplier needs assistance in uploading documents, you can upload these documents on their behalf if they have provided them to you. This guide will show you how to do that.

Table of Contents

• Requirements
• Web Portal Instructions
• Mobile App Instructions

Requirements

Web Portal Instructions 💻

Step 1: Access the Supplier Onboarding Screen

• Click on the Sites menu from the left-hand toolbar
• Search for the Site you are managing this Supplier on
• Once found, click on the red Suppliers button
• Search for the Supplier you want to manage
• Once found, click the orange View button in the Documents box

Step 2: Upload a Safety Document on their Behalf

• Click Browse under the appropriate box to upload Safety Documents
• In the pop-up window, select a file you wish to upload from your drive and click Open
• Edit the document settings, and then click Submit to finalise the changes

• Once uploaded, you will see all uploaded Safety Documents at the bottom of screen
• From here, you can see document type, expiration date, status, history and more

Mobile App Instructions 📱

Step 1: Navigate to the Suppliers tile in the Host panel

• Click on the Host icon in the bottom right of the screen to open the Host panel
• Click on Change Site at the top right to ensure you are editing the correct Site
• Next, select the Suppliers tile to open the Supplier Directory for this Site
• Search and select the Supplier you want to upload the document on behalf of
• Click on the yellow Add New Document button

Step 2: Upload the Document on their Behalf

• Click on Upload File then choose how you'd like to upload:
  • Camera: Take a photo of the document using your device
  • Photo: Upload the document from your camera roll (if an image)
  • File: Upload the document from your files (if a PDF)

Step 3: Edit the Document Details and Submit

• Confirm the following fields to finalise the upload:
  • Title: The display name for the document
  • Date: The version date of the document
  • Expiry Date: The expiration date (for SDS or Insurances)
  • Document Kind: The type of document (Work Methodology, SDS, etc.)
• Once finished, click the Upload Document button to finalise

• You will now see the document uploaded under that Supplier
• From here, you can see document type, expiration date, status, history and more

You now know how to upload a Safety Document on behalf of a Supplier.