Create Key Documents for your own business

Create Key Documents for your own business

Create your own Key Documents: We understand that each business may have their own internal Key Documents, in addition to what are deemed industry wide standard docs (that we refer to as System Key Documents). We account for this.

Points to Note:

  • We provide a list of System Key Documents you can choose from when uploading for each plant. We recommend using these as much as possible as they are standard across industry - most importantly though, this is what we use in aquipa to streamline document management. This is regardless of whether you are using aquipa to management your own assets or connecting to hiring clients to manage initial and ongoing registrations, applications and assessments that require documents. In once - across all !
  • [WE ARE ALL EARS] If you deem that there is a document you use that is common across industry - let us know! We will add it to the list of System Key Documents. Send a message to:

Steps to Creating your own Key Documents: [Note: your own Key Docs will appear as options to choose from (drop-down), in addition to the System Key Docs when you are adding them to plant]

Go to Configuration Panel (top right of screen drop-down menu)

  1. In Configuration Panel > go to Key Documents (left menu) 

  2. [+ CREATE KEY DOCUMENT] Create your Key Document profile and Submit. In this area you will have an editable list of Key Documents you have created, along with what attributes were applied to each document when created [Tick Boxes]

When you are applying Key Documents to plant - your own Key Documents will appear in the same drop-down menu along with the System Key Documents..... under their own heading: My Key Documents

For Help and Technical Support:

    • Related Articles

    • Business Key Documents

      The Documentation section in Account Settings enables you to manage business level documents as well as documents that apply across multiple plant. For example a motor vehicle insurance policy that covers all of your plant can be added in the account ...
    • 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 ...
    • 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 ...
    • Add Plant Key Documents

      How to Add Plant Key Documents To add a plant key document simply 1. Click the documentation tab on the right hand side of the plant profile page.  2. Click 'Add New' and then either search or select from the drop down menu the document type you wish ...
    • Create Tasks for Plant

      Create Task on a Mobile Device Open the Aquipa App on your mobile device > Scan or Search for the Plant  Click MORE OPTIONS  Click "Create Task" or "Create Task for Supplier" Complete the Create Task form Submit Required fields (marked with an ...