Overview
The Documents Page provides the ability to house P&IDs, PDF reports, and any other supporting PHA documentation within Risk Alive. Uploaded documents are presented in a user-friendly list format and can be downloaded by all users with access to the corresponding PHA in Risk Alive. New documents can be securely uploaded by select Risk Alive users with appropriate permissions.
Navigation
The Documents page for a PHA in Risk Alive can be found by clicking on the icon with the "file" symbol associated with the corresponding PHA on your Risk Alive Dashboard.
Alternatively, you can also access the Documents page by clicking on the icon with the "file" symbol in the left-side ribbon of your LivePHA™ window.
Document Download
Uploaded documents will appear in a list format as shown in Figure 1. There is 1 tab for "Drawing Documents" and 1 tab for all other "Supporting Documents". To download, click on the "down arrow" in the bottom right corner corresponding to each document.
Fig 1. Uploaded Documents List
Document Upload
To upload, click on the "Add a Document" button on the top right to bring up a pop up screen.
Fig 2. Document Upload Button
Uploading files is simple. You can either drag and drop a file into the specified field, or choose your file upload location. The current file upload size limit is 30 MB.
Fig 3. Document Upload Window
Select a "Document Type" from the dropdown menu. This enables your peers to quickly learn more about the file you're about to upload.
Fig 4. Document Type Dropdown
Click on the "Upload" button to save your supporting PHA documentation within Risk Alive for easy future access and sharing with your team.
Document Deletion
To delete an uploaded document, click on the three dots icon above the download button and select "Delete".
Fig 5. Document Deletion Step
Drawing Document References
For each Drawing Document uploaded, a user can manually add for all Drawings their:
Number
Revision
Description
Page Number in Document
Fig 6. Document Referencing step
These Drawings and Revisions can then be selected for each Node, which will provide users a dropdown menu when selecting Drawings for Cause and Recommendation reference.
Fig 7. Node Page Drawing Selection
If you select a Drawing from the dropdown which is linked to the Drawing Documents Page to a valid PDF, your drawing will now show as a link in a blue icon. If you select the Drawing Icon on the left, it will open up your Drawing PDF in a new tab to the correct page number for simple reference.
Fig 8. Blue Icon indicates if you select the icon, it will open up your respective drawing document
Access Control
"Upload" and "Deletion" functions are controlled through User Management and only available to select users. Please contact your organization's Risk Alive Administrator for access to these functions.
NOTE: If your organization does not have an Administrator, please contact your Risk Alive Customer Success team through the in-app chat and we'll help you out!