Review SWMS and JSA, and see who has signed them

Subcontractors send a SWMS for each job. You approve or reject it and note the permits it needs, then see which of their workers have signed it.

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Applies to: Site Safety Records · Administrator, Safety officer (HSEQ), Project or site manager

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A SWMS (safe work method statement) or JSA covers one job of up to a year. Subcontractors upload their own or sign your SWMS template, and sign it with their name. An approved SWMS meets the SWMS signed requirement until the job's end date.

Before you start

  • Only an company admin reviews SWMS. Builders and businesses can also give this to a safety officer (every site).
  • To offer a template, upload it in Site files as a SWMS template.

How to review one

  1. Step 1: Open Site safety → SWMS. New ones are under To review.
  2. Step 2: Choose Open SWMS to read it. You see the job, the dates, whether it's their own or your template, and who signed it.
  3. Step 3: Tick any Permits this job needs (optional).
  4. Step 4: Choose Approve, or write a Reason (they'll see this) and choose Reject.

Worker sign-on

  • Under Decided, choose Worker sign-on under an approved job. You see each of the subcontractor's workers, whether they signed, and how: on the subcontractor's phone, on their worker pass, or at the gate.
  • Not signed yet lists who's missing. Workers sign: "I've read this SWMS (or had it explained to me), I understand the controls for my work, and I'll follow it."
  • Write a Summary for workers (the key steps, hazards and controls in plain words) and choose Save summary. Workers see it when they sign, and it's what other languages translate. The SWMS itself stays the record.
  • To require a signed SWMS before people are cleared, set the site's gate rule. See Safety at the gate.

Common questions

  • Can a permit be issued without a SWMS? No. Every permit links an approved SWMS that covers the work date.
  • The job runs longer. They send a new SWMS for the new dates.
Opening a SWMS file is audited. The SWMS sign-on export names who signed.
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