Uploading and updating asset compliance documents in Gearbelt helps keep your records accurate and ensures your equipment meets safety and legal requirements.
Storing documents in one place makes them easy to access and share when needed, helping you avoid fines, reduce downtime, and keep your team working safely with compliant gear. This guide explains how to upload and manage compliance documents for an asset.
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Gearbelt Contributor
Skills Required: Gearbelt Navigation
Device Type: computer
Subscription: Gearbelt
Step-by-Step Instructions
Go to the Assets section and select the relevant asset from the list.
Go to Documents.
Click Create Document.
Select the Document category (required). For compliance documents, select the relevant compliance category. Categories are managed under Settings > Documents > Documents Categories.
Select the Expiry Date.
Click Add Document to attach the file. Files up to 500MB are supported, including large drawings, manuals, and scanned certificates.
Optionally, add a Comment to keep context with the file.
Click Save. Once saved, the compliance document and its associated details will appear in the documents list.