Add and Update Business Key Documents
Description: Add and manage business-level Key Documents such as insurance, licences and other documents required by your clients.
Your clients may require your business to maintain certain documents as part of their compliance requirements.
Business Key Documents allow these documents to be stored and managed at a business level rather than against an individual plant item.
Keeping required Key Documents current is important, as an expired document may affect your ability to meet a client's compliance requirements or perform work.
Add a Business Key Document
Select your avatar in the top-right corner.
Open Account Settings.
Go to the Documentation tab.
Select Add New.
Search for or select the Key Document type you want to add.
Complete the required information.
Upload the document.
Select Submit.
The document will now be stored as a Business Key Document.
Update a Business Key Document
To replace or update an existing Business Key Document:
Open Account Settings.
Go to Documentation.
Find the Key Document you want to update.
Select the three-dot menu beside the document.
Select Update Key Document.
Update the required information and upload the new document.
Submit the update.
Using Update Key Document maintains the document's history rather than treating the replacement as an unrelated document.
What happens when a Business Key Document expires?
If a required Business Key Document expires, Aquipa may display an alert advising that documentation requires attention.
Selecting the option to upload or update the affected document will take you to your documentation area, where the expired Key Document can be identified and updated.
Expired Key Documents may also affect compliance with clients that require the document to remain current.
You can use the Key Documents view to review expired and upcoming document expiries across your account.