Supporting Documents

This article guides users on managing incident Supporting Documents. These documents, such as images, interview notes, and corrective action files, help capture key details of a reported incident. They are displayed in a list view for detailed file information and a grid view with visual thumbnail cards for quick preview and easy access.

Navigate to the desired section to act:

• Upload Documents
• Download Associated Documents
• Preview Document
• Edit Document Details
• Delete Associated Documents

Upload Documents

Follow these steps to upload Supporting Documents:

1. Navigate to the Incidents Queue page and select the desired incident to which you want to add supporting documents.
2. An Incident Details page will be displayed.
3. Select Supporting Documents from the Summary section or scroll down to the Supporting Documents area.
4. Hover over the more options icon located to the right of the section header, then select Add. The Add Supporting Document window will appear.
5. Drag and drop the desired file into the upload area or click Browse to select it from your device. You can also choose from the Document Center.
6. The added document will appear on the screen.
7. You can easily switch between List View for detailed file information and Grid View for visual thumbnail previews, as required.

7. You can also provide the following optional details, if needed:

• Describe the Process for How the Document Was Collected
• Document Was Searched For By
• Location Searched
• Document Belongs To
• Add Note

8. Once finalized, click Save to Supporting Documents to upload the files.

Download Associated Documents

Follow these steps to download an associated document:

1. To download all the Supporting Documents, hover over the more options icon located at the right of the section header, then select Download All.
2. To download an individual Document, hover over the more options icon located to the right of the uploaded document area, then select Download.
3. You can access the downloaded files in the Download Center.

Preview Document

Follow these steps to Preview the Document:

1. Click on the desired thumbnail card or select Preview from the more options icon to open the Preview window.

Edit Document Details

Follow these steps to Edit Document Details:

1. Hover over the more options icon located at the right of the uploaded document area, then select Edit Document Details. An Edit Supporting Document window will appear.
2. Update the desired information and click Save Supporting Document to apply the changes.

Delete Associated Documents

Follow these steps to Delete an Associated Document:

1. To delete all the Supporting Documents, hover over the more options icon located at the right of the section header, then select Delete All.
2. A confirmation message will appear; select Yes, Delete to apply the changes.
3. To delete an individual Document, hover over the more options icon located at the right of the uploaded document area, then select Remove.
4. Select Yes, Delete on the confirmation message to remove the file.

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