The library function is intended solely for the storage of health and safety related documents.
We recommend that the file structure is simple and descriptive by subject, ensuring system users are easily able to navigate.
Be aware of GDPR restrictions and do not use the library to store any documentation holding individual personal information e.g. medical records.
When uploading documents ensure that you have any necessary copyright permissions.
The library is accessed through the ‘Library’ tab at the top of the screen.
The library functionality is a permission dependant part of the system. If you are unable to view the library tab it is because your user group does not have the permission to do so. Role permissions can only be amended by the system administrator. Admin > Manage Role Permissions > Manage Permission Groups.
The ‘Admin’ role has permission to view, edit, add and delete in the client document stream for all locations. No other roles, or permission groups, have automatically been given the permission to do so and must be amended by the Admin user. Collaborators do not have permission to access the library as a default setting.
Policy documents - These are policies issued by Saeker and adopted by your organisation relating to food safety, health & safety and fire will be stored. These can be accessed and downloaded by anyone with the appropriate permissions. You will not be able to add or delete these files. Once documents have been added to your system this stream will be visible. If you are unable to see this tab it is because your organisation does not subscribe to the service.
Policy Tab
Client Tab
Client documents – This is the area where you are able to upload your own policies,procedures, information and forms.
You are able to add folders and sub-folders to reflect your organisational requirements to house multiple documents.
Adding a Folder
You can create folders in which to store your documents, and name them appropriately.
In ‘Client documents’ select ‘+ Add folder’
The following screen will then appear;
Adding a description to the folder will help you identify the contents.
You are able to tie the folder to a location, if the contents of the folder are location specific. You are able to add more than one location to the folder.
Adding a Document
Under ‘Client documents’ select the button ‘+ Add Client document’
The following screen will then appear;
‘Key word search’ allows you to enter words that relate to the document making it easier to find at a later date by searching the key words.
We recommend you add the document to a folder you have previously created and tie to a location if the document is location specific.