What's covered in this article

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

Register as company

Now, the odds are you've already done this (else how would you find this knowledge base and this article), but this help article wouldn't be complete without it.

We've already documented this in the Register/Setup a company article (opens in a new tab so all you need do it read through, follow the instructions, and close the tab and come back here once done).

You can also watch the video of the company registration process and email verification here:

Once registered, you will need to complete your personal profile and your company profile before you can do anything else within CASSA.

Complete Personal & Company Profile

We recommend completing your personal profile first.

  1. Refer to Your Personal Profile (opens in a new tab).
  2. Then you can complete your company profile (opens in a new tab).

Complete your personal profile

Watch the complete your personal profile video here: 

 

Add qualifications

Add your Emergency Information, etc.

Complete your company profile

Add your licenses, biography, and review company settings

Next, is to invite your employees and contractors.

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Invite Employees and Contractors

There are several methods for inviting employees and contractors, so you can select which one works best for your company:

Having invited your employees/contractors, next is to add SWMS to your master list.

Invite Employees

Invite Contractors

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Add SWMS to Master List

Watch the video here:

To add a SWMS to your master list:

  1. In the navbar, go to Marketplace and click on SWMS:

  1. When the screen refreshes, you'll be taken to the SWMS tab where you'll see the Cover pages and End pages tabs, plus the Generate SWMS field and button, and an option to add your SWMS manually.

  1. Add a concise and descriptive task to the Enter a Task / Activity field. Note: this information is used to both generate your SWMS and will also be the title of this SWMS.
  2. Click on the Generate SWMS button and the AI Assistant will create your SWMS (this only takes a few seconds).
  3. When complete, the SWMS will be...

  1. Scroll down and you'll see the following buttons:

  • Edit/Customise - Clicking on this will take you in edit mode where you can modify your SWMS.

We've covered editing SWMS in a different article: Click here to view the Edit SWMS article (opens in new tab), but you can also watch the video here:

 

  • Add to SWMS Register - click on this to add this SWMS to your SWMS Register. The screen will refresh, you will be notified that the record has been added, and then you'll be taken to the SWMS AI Assistant page ready to generate another SWMS before the steam has turned cold on your morning brew!
  • Cancel - Click here to cancel this current SWMS and return to the previous page where you can generate a new SWMS. (You will need to confirm the cancellation.)

Once you've completed your SWMS, we can now add your first project.

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Add Project

We've covered this in detail in the Add a Project article (link opens in a new tab), but here's the video walking you through what to do.

📘 Assigning SWMS to Roles/Employees 

At 05:00 in the video below, we walk through assigning roles and employees. It's important to note that while you can select roles and employees here, if employees haven't been assigned to those specific roles then though the notification will go out, as the role assignment is empty, no-one will receive it. Bear that in mind.

To assign roles, check out the Assign Roles article.

 

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SWMS Project Management area

Once you've created your SWMS, added them to your register and to your project, you can then access them through the SWMS section of Project Management/Administration.

  1. In the main navbar, click on Administration and then on Project Management to view your projects:

  1. Next, click on the project name to enter the Project Management dashboard for that project. You will see:

  1. In the side menu, click on SWMS to view the SWMS allocated to this project:

  1. From here, you can:
  • Access Version History
  • Create a Sign-Off QR Code
  • Request External Party Sign-off 

Also, within each individual SWMS, you can also Add and Notify Users, as well as Edit SMWS and View PDF.

We've already covered each of these settings and what they do in the Edit SWMS article (opens in new tab).

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