General Documentation: Manage Files and Folders

General Documentation: Manage Files and Folders

General Documents

The General Documentation section can be found underneath Key Documents. It gives you the ability to create an electronic archive of your own files and organise them in folders. Each plant profile will contain both a key document and General documents section meaning that documentation can be archived against each specific piece of plant you won. This can save you enormous amounts of time trying to locate paperwork. 

Another great feature of the General Documents section is that it will automatically create archived folders for specific plant for the following: 

1. Maintenance documents you log in the system.
2. Task and Case resolution documents.
3. Any documents you have shared with hiring clients when making plant application and assessments. 

These automatic archived folders are highlighted in red. 

Manage File and Folders

  1. Log in to your account
  2. Select the 'Plant' tab on the left had side of the screen, and the select the row of plant you would like to view / add documentation.
  3. On the Plant Profile Page, to the right of the Image > click on the Documents Icon.

  4. From here you can view all uploaded documentation that may have been added through an Application or Assessment, or you can Create Folders and Add new Documents (see below). Create a Folder and then Upload Files to that folder.

  5. To Open, Rename, Delete or Download File - Right Click on the File Name > see dropdown of options > choose option. (Note: you can double click directly on a file to download as well)


    • Related Articles

    • Plant Key Documents

      The Documentation section in each Plant Profile enables you to manage plant level documents.  Key Documents is the place to keep important documents that need to be updated periodically and/or shared with your hiring clients.  Please see this help ...
    • Key Documents Explained

      Key Documents  Key Documents is a feature of Aquipa's document management capability. It enables more efficient management of important documents that may expire and need to be updated for compliance. It also allows documents to be shared across ...
    • Document Files Sizes

      Document File sizes in aquipa: Files: As a User you will most likely have to Upload Files in your aquipa account when: For Key Documents in Applications and Assessments Adding documents to your plant specific Folders Adding files in Checklists, ...
    • How to Manage My Plant Operator Competencies

      Mange your competencies: Login to Aquipa  Go to the Operators tab in the left menu Click the View My Profile button at the top to open your operator profile page which will show a list of your current competencies, as well as Files Document Numbers ...
    • Manage Operators

      Operators Tab To manage operators go to the Operators tab. 1. Add operators from the list of users already in your Aquipa account, or  Invite operators by sending an email invitation. Operators who don't already have an account in Aquipa will be ...