On the Action’s Attachments tab, you can include additional files with the action. There are a number of types of file that can be attached including:
Images & Pictures
Word and PDF documents
Spreadsheet files
To attach a file to your action, first click on the Add Attachment button.
Type in an Attachment Name. Try to make this recognisable so that actionees will know what it is.
Now choose an attachment Category. You can choose from one of the following options:
Photograph
Map
Procedure
Risk Assessment
Training Record
Witness Statement
Investigation Report
Accident Report
Other
Next, click the upload box or drag and drop the attachment file on your computer. The Browse button will now change to a Start Upload button. Click this to upload your chosen attachment file. Once uploaded, select confirm
Please Note: There is a 20MB file size limit for attachment files. Files above 20MB cannot be uploaded.
Lastly, click the Add button to add the uploaded attachment file to your action.
Once an attachment has been added to your action, you can Edit, Delete, or Download it if required. Click the three dots next to the attachment, then select the relevant icon to the left of the attachment title.
Our Advice: At this point, the action creation process is complete. The final action tab is the Completion tab, and is used to record when the action has been completed.
Click the Next button to continue to the Completion step of the Action process.