Upload documents manually

One way of processing AE documents in Consolidated Intake is through manual upload, using the user interface. This feature may be useful to you if the file you are working with is an E2B or document that can be automatically extracted using the additional Oracle Safety One Intake subscription.

If you need to process the content of your AE document manually, we recommend using the Manual Intake feature. For more information, see Create a record using Manual Intake in this user guide.
  1. In the upper-right corner of the Intake Worklist, select More Actions More Actionsand then select Upload Document.
  2. Follow the on-screen instructions to continue uploading the document.

    Tip:

    You can also drag and drop one or several documents to the browser tab where you have Consolidated Intake open.
  3. Select the Site dropdown, then select the site you would like to ingest the document for.
  4. Select Process Reports.

    Note:

    Processing your reports can take up to several minutes to complete.