Riskcast allows you to upload documents along with your timecard submission, and within your daily records.  You can add anything from JSAs, to Inspections, and Tool box talks. Read below the instruction on how to configure the allowable documents for your company. 

You can configure settings for your document library at the company level. 

1. Go to your organization's page by clicking the organization icon in the top right corner of your screen. 
2. Go to the lists option on the left side of the page. 
3. Under the list types dropdown menu, choose "Document Categories." 
   1. There are 3 default categories in the system: Safety, Quality and Operations. You may edit these categories, or create new ones. 
4. To create a new category, click the green add button and fill out the required fields. 

You must also configure what type of documents to allow within your company. 

1. To add a new document type, go to the "Documents" page on the left side of your Organization screen. 
2. Click the green add button to add a new document type. 
3. Choose the correct document category, and then create your new document type. 

To allow documents to be attached to your timecards, you must turn on the document attachments options at the project level. 

1. Go to your Projects module. 
2. Click the green pencil icon to edit the project for which you would like to allow document attachments. 
3. Under options, go to Timecard. 
4. You can toggle on and off the ability to attach documents. You can also require the foreman to attach documents in order to submit the timecard. 
5. Click Save. 

Questions? Contact [email protected] and we will be in touch with you.