How Can I Add Incident Or Process Specific Information To My Folder?

Incident Folders are available in SiteDocs Pro, and Process Folders are available in SiteDocs Max.

For more information about upgrading your SiteDocs Package, click here! 

Customizable Statuses are a great way to add information to your Folders. This can include, but is not limited to:

• Incident Type
• Person Involved
• Type of Injury
• Date of Incident
• Permit Expiry Date
• Maintenance Cost
• Worker Start Date

For more information on how to update a Status:
- Incident Statuses

- Process Statuses

In addition to adding this information, you can, of course, gather all of this information in your Custom Forms that are involved in your Processes! These Forms can be scheduled from the Folder itself or added afterwards with the Upload PDF feature.

For more information about building Custom Forms, click here.