Step-by-Step Guide
1. Go to Your Area
Log in to Atlas.
Click on ‘Your Area’ in the main menu.
2. Access Company Documents
Select ‘Documents’.
Choose the ‘Company Documents’ subfolder.
3. Find and Update Your Document
Locate the document you want to update.
Click on ‘Actions’.
Select ‘Update’ from the dropdown menu.
4. Special Document Types
Handbooks, Policies, and Contract Templates: Only consultants can update these documents.
Risk Assessments and Method Statements (RAMS): Update these from the Health and Safety section, not from Company Documents.
Managing Permissions for Health and Safety Content: To allow employees to view or manage health and safety policies and risk assessments, enable specific permissions in their profiles:
Go to Users → Actions → Edit HR for the employee.
Under the H&S (HS) permissions, enable the following options:
Can view H&S Dashboard
Can add & review risk assessments.
Accessing Health and Safety Documents: To view health and safety documents such as handbooks, policies, and reports, navigate through the following paths:
Health and Safety Handbooks and Policies: Go to My Area > Documents > Company Documents > Health and Safety Documents > Handbooks and Policies.
Annual Health & Safety Report: Navigate to My Area > Documents > Company Documents > Inspection Reports and Certificates.
5. Important Note for Health and Safety Documents
The Health and Safety document suite stores only the PDF version of live RAMS.
For requesting updated health and safety policies, contact your organisation’s Health & Safety team by emailing the designated advice inbox or calling the main support line and selecting the Health & Safety option.
Policies are not automatically visible to all users. If you grant access to the Policies area, the user will be able to view all company documents. Otherwise, distribute policies directly to employees.
Granting the "Can add & review risk assessments" permission allows the user to add and edit risk assessments. If you do not want users to make changes, do not assign this permission (there is no read-only option).