This is a premium feature available on our ProfessionalINSIGHT plan. Contact us on +61 3 9005 7144 or on the chat in the bottom right hand corner to enable this feature.

When SWMS have been activated on your account you will see the safety option in the menu

Keep track of your SWMS and quickly see who has signed for the day. Assign SWMS to jobs for your workers to sign in the field. The workflow is 

  1. Add SWMS to job
  2. All technicians assigned to the job are asked to sign the SWMS when they open the job
  3. The Scheduler can check the status of the SWMS signatures in real time in the daily Safety report to see who has signed and not
  4. The SWMS document can be downloaded and sent to the client
  5. All signed SWMS are attached to the jobs and can at any time be downloaded by opening the job or the Safety report. 

Next:

Setup a SWMS template

Add a SWMS to a job

Capture SWMS signatures

Review and check signature

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