¿Qué son los recursos?

The Resources feature is your all-in-one solution for file management. Paper and media files can get lost in the daily shuffle, and chasing the correct versions can be difficult. You can securely store your organization’s files in SafetyCulture, sort them using folders, tags, and types, and even add bookmarks to view them again later. As you build your central repository, track and manage versions of your files and share them at any time.

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Any user who adds a file or folder can access it by default. When you share your resources, you can grant users and groups either a “View” or “Edit” access. As the name suggests, any user or group with “View” access can only see the resource and cannot make any changes. The “Edit” access is useful for resources managed by multiple collaborators.

Moreover, you can transfer the ownership of a file to another user. It's useful when someone leaves a team or project, ensuring the new person in charge can control and update the file. This helps keep things organized, ensures the right people have access, and prevents important files from being left without someone to care for them.

Configure etiquetas para encontrar sus archivos fácilmente y tipos para categorizar aún más sus archivos. Trate las etiquetas como palabras clave que le ayuden a etiquetar y ordenar sus archivos. Puede utilizar algo descriptivo, como nombres de proyectos, meses o ubicaciones. Luego, considere los tipos como clasificaciones que aporten más contexto sobre los archivos. Algunas sugerencias son manuales, facturas e informes.

Bookmark files you frequently reference or need swift access to. It’s a convenient way to limit scrolling through your entire list of resources and jump straight to a specific file when needed. You can also flag files for review to communicate to your team which ones need to be prioritized and to be transparent about other ongoing discussions.

Version control is important for managing your files because you can track changes made to them over time, maintain a history of edits, and even go back to a stable version if there are issues with the latest copy.