Where attachments live
Attachments can be placed on several items. Choosing the right one is what makes a document findable later — and, more importantly, what keeps it from looking like it applies to people it does not concern.
| Item | What belongs there |
|---|---|
| Action | what concerns the obligation itself: the material to deliver, a test to administer, the technical sheet of a machine, the text of a procedure — see Attach files to an action |
| Person | what belongs to that individual: a certificate they obtained, an identity document |
| Certificate | the original document issued by a third party, and the forms completed on issuing |
| Session date | the completed attendance register — see Fill in a form during an activity |
| Supplier | the supplier’s own documentation |
| Approval | the certificate submitted for validation — see The Approvals interface |
| Event | photographs and documents completing the report of an injury or a near miss |
On every one of these, attaching means either uploading a new file or linking one already in the archive — see Files and attachments.
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