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By following this guide, you will upload, organize, and version-control safety documents to meet 14 CFR Part 5 Subpart F documentation requirements.
Who should read this: Safety managers and admins who upload and manage documents. All workspace members can view documents shared within their workspace.Prerequisites: Safety manager or admin role for uploading and managing documents. Viewer access is available to all roles.
In the Safety sidebar, click Documents. The library displays all safety documents with their title, type, status, upload date, and version information. Toggle between Grid and List views using the view switcher in the top-right corner.

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Upload a New Document

Use consistent naming conventions. A title like “SMS Manual v3.2 — Flight Operations” is more findable than “manual_final_v2_REVISED.”

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Document Statuses

Documents move through an approval workflow:

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Manage Document Versions

When a document is updated (such as a revised Safety Policy Statement):
Required documents — such as the Safety Policy Statement, SMS Manual, and Emergency Response Plan — cannot be deleted. They can be archived and replaced with a new version, but the historical record is preserved per 14 CFR 5.97.

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Search and Filter Documents

Use the search field at the top of the Documents page to find documents by title or description. Narrow results further using:
  • Type filter — show only policies, procedures, manuals, forms, or checklists
  • Status filter — show only draft, review, approved, or archived documents
  • Sort options — sort by title, date uploaded, or last updated
Documents can be cross-referenced with other safety records for traceability:
  • Reports — attach supporting documentation to a safety report from the report detail page.
  • Investigations — reference relevant procedures or policies during an investigation.
  • Compliance elements — upload documents as evidence for Part 5 compliance requirements from the Compliance module.
  • CPAs — attach evidence of implementation to a corrective or preventive action.
To link a document, open the target record and use its attachment or evidence upload feature.

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Record Retention

Per 14 CFR 5.97, document retention requirements vary by type: PlaneConnection enforces these retention periods automatically based on document classification.

Track Compliance

Uploading documents as compliance evidence for Part 5.

Run a Safety Committee Meeting

Storing meeting minutes as safety documents.

Set Up Your ERP

Managing ERP documents with version control and distribution tracking.

Create a CPA

Attaching evidence documents to corrective actions.
Last modified on April 11, 2026