Documents & attachments

You can attach supporting documents to an RCA and to individual action items — photos, PDFs, spreadsheets, and other common file types. Documents are also required at two key points, so it's worth knowing where they fit.

Where documents are used

• On the RCA — evidence and supporting material for the analysis as a whole.
• On an action item — evidence that the assigned work was done.

The upload and management steps are the same in both places.

Uploading documents

1. Open the Documents section (on the RCA or on an action item).
2. Select Upload documents, or drag and drop files onto the panel.
3. An upload-progress indicator shows each file as it uploads; images preview in a grid.

Common file types are supported — images, PDFs, Office documents, and more.

Managing documents

Once uploaded, you can:

• Download a document.
• Rename it.
• Replace it with a new file.
• Delete it.

Documents are required to submit

A supporting document is mandatory at two points:

• Submitting an action item for approval — the assignee must add a note and upload at least one document.
• Submitting a Level 2 RCA for review — you need the root cause identified and summarized, a proposed solution, at least one corrective action, and at least one document.

What's next

• Work an action item — add your note and evidence documents, then submit.
• Submit the L2 RCA for review once documents and the other requirements are in place.

Troubleshooting

Problem	What to do
Submit for approval (action item) is unavailable	The assignee needs to add a note and upload at least one document first.
You can't submit the L2 RCA for review	Submitting needs at least one document alongside the root cause, proposed solution, and a corrective action.
A document uploaded to the wrong place	Delete it and re-upload it in the right section (RCA vs. the specific action item).