Attaching a Document or Link to a Record

Attaching a document or link allows you to: 

• Provide additional documentation to support information outlined in a specific report 
• Provide easy access to information pertaining to a report on the internet or within your organization’s internal site 
• Ensure all relevant pieces of additional information are tied to the data source 

Everyone with appropriate access who has been assigned responsibility for a task is encouraged to attach documents and links whenever they can to provide additional insight. 

To attach a document or link to a record: 

There may be times when attaching a document or link to a record, such as an Incident, will be useful and helpful.  This is how you do it: 

1. Select Attachments from the menu within a record.
2. Select Choose a file… to browse for and select a file. A preview or icon of the file type displays. Add an optional Description for the file. 
3. Add a Description and the web address (URL) to attach links.  
4. Select the X symbol to remove entries or the + symbol to add entries. 
5. Select Options > Save to save your attachments.  

 NOTE: 

The following are approved file types: 

• The VelocityEHS approved file type list is: doc, docx, xls, xlsx, ppt, pptx, jpg, jpeg, pdf, png, gif, heic. 
• Maximum file size is 25MB. 

Now that you’ve attached documents and/or links, the person responsible for completing the next stage of work will have all the information they need.