Step 1: Enable 'SWMS Required' for a Job Status
Navigate to Settings > Work > Job Workflows or open Job Navigator directly.
Select the job status where you want to enforce SWMS signing (e.g., "Completed").
Tick the checkbox SWMS required.
βClick Save.
Step 2: Verify Status in Job Navigator > Start & Stop Buttons
Go to Job Navigator to confirm the "Completed" status is set up correctly.
Ensure that the correct status is linked to START and STOP Buttons.
Step 3: Assign SWMS Documents to a Job
Open the job you wish to configure.
Under the Safety section, assign the required SWMS documents.
Step 4: Technician Attempts to Mark Job as Complete
When the technician tries to change the status to the one with "SWMS required" (e.g., Completed), the system will block the update if any SWMS remain unsigned.
β
The system will display an error message listing the specific SWMS that are still pending.
Result: The job status will not update until all SWMS documents have been signed by the technician(s), helping your business maintain compliance and improve on-site accountability.
If you need help setting this up or testing in your workflow, please contact the FieldInsight support team.