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Restrict Job Completion Until SWMS is Signed

To ensure field compliance & enforce SWMS checks, you can now prevent techs from completing a job unless all required SWMS docs are signed.

H
Written by Harsh D
Updated over 3 weeks ago

Step 1: Enable 'SWMS Required' for a Job Status

  1. Navigate to Settings > Work > Job Workflows or open Job Navigator directly.

  2. Select the job status where you want to enforce SWMS signing (e.g., "Completed").

  3. Tick the checkbox SWMS required.
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  4. Click 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

  1. Open the job you wish to configure.

  2. 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.
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  • 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.

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