Project Documents

What this page is

Project Documents is used to upload, organise, and access project-specific files.

Who uses it

  • Supervisors
  • Project managers
  • Site/admin staff maintaining project records

When to use it

  • When adding new project documents
  • When replacing outdated files
  • During audits, reviews, or field access requests

What this page is for

Use this page to ensure project teams can find the correct current documents quickly.

Main actions

  • Upload new files
  • Organise documents by type/category
  • View and access stored files
  • Maintain version control and file quality

Step-by-step (common workflow)

  1. Open Project Documents.
  2. Select the relevant project.
  3. Upload the file and apply the correct document type.
  4. Confirm naming/version details are clear.
  5. Save and verify team access.

Connections

This page directly affects:

  • Site operational workflows
  • Compliance checks and audits
  • Client/project communication records
  • Report and handover support evidence

Common mistakes

  • Uploading files with unclear names
  • Assigning wrong document types
  • Keeping obsolete files active

Quick tips

  • Use naming with date and version.
  • Archive superseded files where possible.
  • Check file placement immediately after upload.