A guide for Hosts wanting to view all Safety Documents uploaded by a Supplier on a Site.
In the onboarding process, Suppliers are requested to upload their Safety Documents to the 1Breadcrumb system. These documents include Work Methodology (SWMS, RAMS, SSSP), Safety Data Sheet (SDS), Insurance, and other document kinds depending on your Company Settings. This guide will show you how to view all documents uploaded by a Supplier to see whether they are ready to go on-site or not.
Table of Contents
Requirements 🔑
Permissions: Company/Site Host Permissions required. If you do not have access, please contact your 1Breadcrumb administrator.
Web Portal Instructions 💻
Step 1: Navigate to Site Suppliers
- Click on the Sites menu from the left-hand toolbar
- Use the search bar or filters to find the Site you are working on
- Once found, click on the red Suppliers button to view all Suppliers on this Site
- From this screen, you can view all Suppliers and their uploaded Documents
- You can also view their current status:
- Approved: This document has been reviewed and approved by a Host
- Rejected: This document has been reviewed and rejected by a Host
- Pending: This document is waiting to be reviewed by a Host
Step 2: View specific Safety Documents
- To view the Documents specifically, start by searching or filtering for a Supplier
- Once found, click on the orange View button to open the Supplier Onboarding screen
- Scroll down to view all documents uploaded by the Supplier
Mobile App Instructions 📱
Step 1: Navigate to Site Suppliers
- Click on the Host icon on the bottom-right of screen to open the Host Panel
- Click on Change Site on the top right of screen to ensure you are on the correct Site
- Next, select the Suppliers tile to open a list of Suppliers working on this Site
- From here, you can search for a specific Supplier by name
Step 2: View Specific Safety Documents
- Select a Supplier to view a list of their uploaded documents on this Site
- This list will show uploaded document types, upload dates and versions
- It will also let you:
- View Signature Register: To see who has signed off on this particular document
- View File: View the file in a PDF format on your web browser
- Update Document: Upload a newer version of the document if required
You now know how to view all documents uploaded by a Supplier on your Site.