How can I upload documents to a Registry item?

This article will show you how to update a Registry item with the relevant certificate or document.

Sign in to RiskProof.

Click the Registry module in the left-hand navigation.

Click the Overview tab and use the dropdown to click the [location] that you need to add the Registry item to. If you only have access to one location, this will already be open on the Overview tab.

From here, click the Search locations button to find the location to which you want to add a registry item.

You will now see all the registry items for that particular location.

Use the Search and/or Category filter to narrow your search or simply scroll down to find it on the list.

Once you have located the item, click the ellipses on the right-hand side of the item. then click Update

From here, you are asked to input the date that the item was renewed/work completed along with the link to Upload file.

Click the Upload file link to add a copy of the relevant report or certificate. Once completed, click Save.

Once the item has been updated it will update on the Overview page to reflect the new completed date and the new due date. 

 

You cannot upload multiple documents at a time but you can complete multiple uploads for the same date