In some cases, multiple documents may be needed to evidence compliance. Supplementary documents allow you to upload more than one document to cover a compliance period.
Supplementary documents are not enabled as standard in QUOODA®. If they are not available to you and you believe they are needed please discuss this with your organization's Super Users. QUOODA® Support Team can enable them at your Super Users' request.
Step 1. Load the compliance window for the specific asset and document that you need to add your extra documents to.
You can access the compliance screen via the RAG status – by clicking on the corresponding square within the grid.
You can also load this from the compliance summary – by clicking on the double square icon next to the corresponding rule.
Step 2. Check the ‘Allow Supplementary Documents?’ box
This option will only be available after the main compliance document has been uploaded to the rule.
Step 3. Select ‘Attach Supplementary document’
- Click on the ‘Attach Supplementary document’ button
- Click ‘Select files’
- Select the document(s) you wish to upload, click ‘Open’
- Click ‘Upload Files’
Top Tip: You can drag and drop multiple documents into the upload box from your file explorer in Windows or your Finder in Mac OS. Or hold the shift key to select multiple documents.
Step 4. Save and close the compliance window
Once you have added all of the required documents, return to the ‘Compliance Document’ section. Click ‘Save’ here to close the window and complete your changes.
Step 5. View existing supplementary documents
Open the compliance window and go to the ‘Supplementary Documents’ section. Any documents that are supplementary to the current main compliance document will be available here. You can preview using the icon shown. Download and send via email are available as sub-options via the button next to preview.