Document and form review

Site Records includes uploaded files and records from safety forms. Start with the worker or site, then open the record you need to review.

The navigation and search section is named Site Records. Administrator review tools remain here; your own Needs signature and Signed views are in your personal Site Records workspace at /documents.

Review a file

Check that it belongs to the selected person or site, is readable, and contains the requested information. Use the available approval, rejection, or replacement action and explain what the worker needs to fix.

For a structured safety form, review its submitted answers, attachments, status, and history. Follow the supported correction workflow rather than replacing the original account with an unrelated upload.

Safety follow-up

An inspection or hazard can lead to corrective work. Track that work through remediation and verification. Injury reports have their own access and investigation workflow; medical details do not belong in general document notes.

Preservation and export

Uploaded documents are currently preserved. Site Secure does not offer a customer-facing permanent-deletion or retention-cleanup workflow for them.

Export only the records needed for the review and check the recipient. Admin access and exports remain limited to responsible sites. Ask support about a preservation or disposition question rather than assuming a record will be deleted automatically.

Actions for a document

Right-click a document card or use Actions to open it, download its file, or copy its link. Submitted documents offer approval or rejection when you have review access to that worker. The menu shows the document name and status so you can confirm the target. Keyboard users can focus the Actions button and press Shift+F10; Escape closes the menu.