Keep track of your Safety documents and quickly check the signatures for the day. Assign documents to jobs for your workers to sign in the field. This feature is part of the SafetyINSIGHT. Contact us on phone +61 3 9005 7144 or 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

Step 1:  Add your safety document templates 

If your documents have been added already, you can skip this step. If you want to find out how to add a new safety document have a look at:  Setup a Safety Document template


Step 2: Add safety documents to a job. 

On the job page, select the safety documents that apply for the job in the Safety dropdown.

Technicians can also add additional safety documents in the field, using the Add job safety button in the Job safety section:

When a document has been added all technicians assigned to the job will be asked to sign it. Click on the sign link to open and sign the Safety document. Technicians can check and edit answers as needed before signing the document. All technicians can sign on the same device.


Step 3: check signatures and download documents

Schedulers can see in real time when technicians sign documents. Click on Safety in the main menu or the safety tab on the job page to check the status of a Safety document, when a technician changes a safety document answer, all technicians on the job are asked to sign the document again to ensure that the latest version of a document is always signed. Click download to download a PDF of the document to print or send to the customer. 

Next:

Setup a safety document template



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