Add a document to a contractor worker

Add any documents collected from a contractor worker or related to this contractor worker.

Before you begin

Role required: sn_hs_crm.contractor_coordinator or sn_ohs_im.document_writer

Procedure

1. Navigate to All > Health and Safety > Health and Safety Workspace.
2. Open a contractor worker record to add the document to.

   Option	Steps
   From a contractor company record	Select the contractor management icon () to open the Contractor Management tab. In the Lists tab, select Contractor companies and then All. Open the company that the worker belongs to. In the Workers tab, select the worker from the list to add the document to.
   From Health and Safety user profile list	Select the configuration icon (). In the Lists tab, select Health and safety profiles and then All. From the list, select the worker from the list to add the document to.

3. In the Documents tab, select New.
4. On the form, fill in the fields.
   For information on form field descriptions, see Health and Safety document version form.
5. Select Save.

Result

• The document is listed in the Documents tab of the contractor worker record.
• The document is also listed in the Health and Safety document library list under Configuration and is saved in the Health and Safety document [sn_ohs_im_document_v2] table.