How do I upload or review a documents in UptimeHealth?

How to upload documents to for facilities, devices, personal, and documents to review workflows.

1. In the left-hand navigation pane select Settings, then select System
   
2.  In the upper right-hand side of the Documents screen click on Edit Details
   
3. You will see 3 options if you have the full DocsHub access, select the drop down that corresponds to the document that you would like add and include the Document Name and Document Description. Then click Save.
   1. Facility
   2. Device
   3. Staff
    
4.  On the left-hand side navigation pane click on Documents
   

5. Navigate to the appropriate section:

   • Locate the tabs at the top left of the screen.
   • Choose one of the following tabs based on the type of document you wish to upload:
     • Facilities
     • Devices
     • Personal
   
   

   Add a new document:

   • Once you have chosen the type, look for the "Add a New Document" button on the right-hand side of the screen.
   • Click on "Add (Facility, Device, or Personnel) Document".
     

6. An "Add a New Document" form will appear. From here, you can:

   • Choose a Document Type from the drop-down menu.
   • Enter a description.
   • Select the facility or facilities where you want the document to be saved and viewed.
   • Optionally, set review dates and reminders.
   • Save the details by clicking the purple "Save" button.
   
   
   
   To view a document: 
7. Navigate to the "Documents" tab on the left to view all created documents and click the file name to open that Document.
8. To view documents within a specific category, select the appropriate tab (Facilities, Devices, or Personal) at the top right.
   
9. For example, documents created for a devices can be viewed under the devices tab.
   
   
   

For additional assistance please email our Support Team.