Adding a Task Analysis Documents to an existing and additional sites

In this article you will learn how to add a task analysis document to an existing site and keep this for future sites

Index:

Please see the below video on how to manage a PDF document for a Task Analysis:

 

How to analyse TA PDF Documents-1

If you need further assistance then please keep on reading....

 

Adding a Task Analysis to an existing site

Go to the SiteConnect main menu and click on the Templates menu. Then click on Task Analysis Documents.

 

TA Documents

 

This will bring up all of the pre existing Task Analysis templates you have in your account

 

TA preexisting

 

To add a Task Analysis document to your Sites, click Edit on the Task Analysis you want to add

 

Edit TA documents

 

Then click Select Sites in the dialog box that appears.

 

Select sites TA

 

Tick the sites that you want to add the Task Analysis document to (you can also search for these using the search bar). Then click Select & Close.

 

Sites TA Save and Close

 

Then click Save to add the document to the site.

 

Save TA

Creating new Task Analysis Documents

 

To create a new Task Analysis document click New Task Analysis Document on the top of the Task Analysis Documents page.

 

New TA Document

 

You will be able to add a Name and multiple Files to this new document by clicking Add Files. You will also be able to select the Sites that this will be assigned to here as well.

 

New TA

 

Once this has been completed click Save.

 

Save TA New

 

This will then appear in the Task Analysis Documents menu for further use if required.

 

How to analyse TA PDF Documents-1

New TA in menu

 

Also, please see the below video on how to analyse a PDF document for a Task Analysis:

 

 

For any SiteConnect issues or questions, please contact us at support@sitesoft.com or call us on 64800748763.