Incident Workflow – Document Object

Camms.Risk Incident Manager provides the capability to attach documents (including photos) and any other supporting documents in a range of formats. Linkages can also be specified in the form of URLs.

Upload Documents

To upload a document or add a URL:

  • STEP 1: Click the Add New button at the top-right corner of the page.

  • STEP 2: Enter a name and a description.

  • STEP 3: Select whether you require uploading a Document or entering a URL.

  • STEP 4: If you are uploading a document, click Select the File and attach the document.

Figure 1.2

Notes: 

  • The maximum file size you can upload is 10MB.

  • File types permitted to be uploaded: .png, .jpg, .jpeg, .gif, .bmp, .pdf, .doc, .docx, .ppt, .pptx, .xls, .xlsx, .xlsm, .epub, .odt, .ods, .txt, .msg, .csv, .mpp, .vsd, .vsdx, .eml, .pub, .ecd, .tr5, .obr, .rar, .zip, .7z, .mp4, .mov, .avi, .wav, .mp3, .mpeg, .rtf, .heic, .odp.

  • File types not permitted to be uploaded: .exe, .bat, .cmd

  • When uploading files, there will be a security validation where you are not able to upload files with two or more extensions (e.g. filename.exe.txt is not permitted to upload). This is detected when there are multiple '.' in the file name. Should you face any issues uploading files, please make sure there is only one '.' in the file name when uploading (and that should be followed by the extension of the file: e.g. filename.docx).

  • STEP 5: If you are adding a URL, enter a URL.

  • STEP 6: Click Save to save details.

You may access the documents and URLs from the table available within the document tab.

Download Attached Documents

You can download all attachments that were uploaded if required, under the Document Object. To do download all attachments:

  • STEP 1: Click the Download button at the top-right corner of the page.

  • STEP 2: All documents that were uploaded under the Documents Object, will be downloaded as a zip file.

Note: The Download button will be visible to users with only the 'Read-Only' permission in the Document Object of an Incident Workflow.


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Incident Workflow