Adding a Resource
Use Resources to save files or URLs containing essential documentation, such as training materials, emergency plans, competency registers, and more. These resources are accessible through both the mobile app and Admin Console, ensuring your team always has access to vital information when they need it.
In this Article:
What are Resources used for?
Company-Wide Resources:
Safe Work Method Statements (SWMS)
Safety Data Sheets (SDS)
Job Safety Analysis (JSA or JHA)
Health & Safety Policy Documents
Site-Specific Resources:
Permits
Emergency Plans
User-Specific Resources:
External Training Records
Qualifications or Certificates for Training Records
Equipment-Specific Resources:
Equipment Manuals
WOF and Registration Information
Previous Inspection Details
Adding a Resource
To add a new Resource to the Resource Library:
Navigate to the Resource Library: Open Site App Pro, and from the dashboard, go to Resources in the left-side navigation.
Select "Upload File" in the top-right corner. Or drag your file into the Resources page
Choose the Resource Type: file (resource), certificate, or weblink.
Complete Resource Details: Resource Name, Location, ID Number, Expiry Date, Issue Date, and Assign to Users, Teams, Equipment, or Sites.
Save the Resource: Click Save to upload the resource to the Resource Library.
Note: You can recommend specific resources for download. This prompts your mobile app users to download the resource onto the device.
Managing Folders and Files
Create a Folder: Navigate to the Resource Library, click the three dot menu, select Add Folder, then name the folder.
Moving Files Between Folders: Select the resources you want to move using the checkboxes, then use drag-and-drop or select Move from the bulk actions menu.
Deleting Files or Folders: Click the three-dot menu next to the resource and select Delete.
Filter & Export Resources
To quickly find the resource you need, use the filtering options available in both the mobile app and Admin Console.
Navigate To Resources from the main dashboard.
Use Filters by Type of Resource, Assigned To, File Type, Date, or Certificates.
Apply the Filters. Filters will save for the next time you login.
Exporting Resources
Click the three dot menu, then select Download as CSV to export a CSV list of your resources.
Bulk Uploading Resources
Click "Upload File" from the Resource Library.
Select Multiple Files from your computer.
Assign a single location for all files and set any expiry dates if needed.
Resolve any Naming Conflicts if prompted.
Click Upload to add all files to the Resource Library.
Playlists
The Resource Playlist feature allows you to easily automate the display of resources within forms, such as toolbox talks. Each time a form is scheduled, a new resource from the playlist will appear.
How to Create a Playlist
Log in to the Admin Console.
Go to the Resources section.
Select the Playlists tab.
Click the Small Playlists header.
Select the orange Create New Playlist button.
Assigning a Playlist to a Form
Log in to the Admin Console.
Go to the Forms section.
Click the pencil icon beside the relevant form.
Select the question button in the top-left corner.
Scroll down and select the question type Selected Resource.
Under Resource Type, select Playlist.
Select the relevant playlist.