Adding and Managing Documents - EMS
Learn how to add documents to your Emergency Management platform to ensure important information is secure and accessible.
- Emergency Management Suite
- Preparation & Response Training
- PBIS Rewards
-
Compass
Getting Started Webinar Links Data & User Management Compass Curriculum for Students, Staff, & Families Compass Behavior Intervention Compass Mental Health + Prevention Compass for Florida - Character Ed, Resiliency, & Prevention Compass for Texas - Character Ed Analytics & Reporting Release Notes & Updates Additional Resources
- Behavioral Case Manager
- Visitor Management
- School Check In
- ALICE Training Institute
- Detect
- Anonymous Tip Reporting
- Resources
The Documents tab enables users to upload any type of electronic files, including .doc, .pdf, .xls, .ppt, .jpg and more.
Typical documents include anything related to emergency planning, preparedness, procedures, or response. For example, admins may wish to upload documents that include policies or procedures for:
- Bomb threats
- Evacuation plans
- Active shooter / hostage situation
- Fire response
- Cyberattacks
- MSDS
To upload a new file:
- Navigate to the Documents tab in the Binders & Documents feature
- Click Upload file near the top right corner of the page
- Next, select the site that should be able to access the file
- Drag or click to find the file to upload into the uploader section
- Select if the file being uploaded is a 360 image
- Click Save
Viewing and managing documents:
Users can use the 3 dot actions menu to the right of the file in the documents dashboard to do the following:
- Delete
- Rename
- Replace with a new file
- Download (Documents must be downloaded to be viewed)
- Moved to a different site for access & visibility
Once it has been attached as content in a binder or in a map, for example, users can also see where the file is used using the 3 dot actions menu.
The documents dashboard can also be used to search and filter by file name, file type, or site, making it convenient for users to quickly and efficiently locate important documentation.