What's covered in this article

This article contains the following (plus quick links to the relevant sections):

Adding Users

To add users to your SWMS for sign-off:

  1. In Projects, identify the project to which the SWMS is assigned, and click on the View Project button:

  1. Next, in the Project Management area, click on SWMS:

  1. The list of SWMS in this project will display. Identify the SWMS to which you wish to add users and click on the Add Users button.

  1. In the User List dialog, select the employees or contractors you wish to add and then click on the Save Changes button:

  1. You'll be taken back to the SWMS list where your new users will be added to the Sign-off Pending list:

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Notifying Users

When you want all users to sign-off on the SMWS:

  1. Click on the Notify Users button and an email reminder will be sent to all users:

  1. When they receive the email, all they need do is click on the 'Click Here' link:

  1. They'll be taken to the sign-off SWMS field where they can add their signature using the mouse or their finger. Then click on the Submit button:

  1. After a few seconds, they'll then receive the sign-off successful notification:

If you now return back to your the SWMS list and refresh the screen, you'll see the sign-off list has updated with the recent signatory added to the Sign-off Complete column:

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