Table of Contents
Feature Name #
Document Search
What this feature does / allows user to do #
Allows employees to search through documents and quickly find the items they need.
Where this is located #
Home screen → Documents → Search
How it works #
- User taps Documents
- Selects the search option
- Enters keywords to locate documents
Why it matters #
This feature helps employees efficiently locate critical documents, reducing downtime and ensuring
information is readily available when needed.
Use Cases #
- Searching for Safety Data Sheets (SDS)
- Locating identification cards or certifications
The value to underwriting #
Instant access to required documentation helps ensure employees are better prepared, informed, and
able to operate safely.
Best Practices #
- Name documents clearly and descriptively
- Ensure employees are aware of which documents should be available
