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Visibility of a Document 

You may have uploaded a document to RiskProof and cannot view it. This article will explain why and how to view it.

 

Important information

Assignment of documents is based around your User role and permission 

Even after a document is assigned to a Division, you will only be able to see it if your user has access to that Division.

  • If you do not have access to the Division → you will not see the document
  • If you do have access → the document will be visible

EG

Division-level roles (e.g. Division Manager)

  • Must be assigned to a Division
  • If no Division is assigned → no documents will be visible, even if the user has site access

Site-level roles (e.g. Site Manager)

  • Can see documents via their assigned sites

 

 

To assign a document to a division, sign in to RiskProof.

Click the Documents module in the left-hand navigation.

Click the View tab.

Locate the document you wish to assign, click the ellipsis to the right of the Document name and then click Edit.

Towards the bottom of the page you will see This document is assigned to X divisions (view/edit).

Click the view/edit link and either start typing the name of the division or click Show all to locate the division. Once selected you will need to click Assign and then click Save.