What's covered in this article
This article contains the following (plus quick links to the relevant sections):
Sign-off via My Dashboard
- Login to your app and, on My Dashboard you'll see you have your pending SWMS. As the image below shows, I have just the 1 Pending SWMS:
- Click on Details or on the Pending number and you'll be taken to a list of all Projects with a pending sign-off:
- Click on the Project and you'll see the details of that SWMS:
In addition to viewing the project details, you can also:
- View SWMS details
- Sign-off (click here)
- View the Revision History (click here)
- Request External Sign-off (click here)
- Share the signed-off SWMS (click here)
You'll also note that there 2 people have completed sign-off, and there are 4 signatures pending.
View SWMS
To view your SWMS:
- Click on the View button and you'll see:
- Scroll down to view the details and ensure that everything's correct.
- Once confirmed, click on the Back button to return to the SWMS dash where you can now sign-off.
Sign-off
From the SWMS dashboard:
- Click on the Sign-off button and you'll see the signatory's (your) user details:
You can now:
- Email Request: click here if to send an email request to an external signatory.
- Sign-off Now: click here when you're ready to sign-off.
- Check your details are correct and then click on the Sign-Off Now button:
- The screen will expand to show the note confirmation, the signature field, and the Submit and Clear Signature buttons, as shown.
- Sign your name and then click on the Submit button.
- After a few seconds, you'll see the success confirmation box:
- Click on Ok to return to the updated SWMS record:
Note: the previously orange View button has now changed to blue, and the sign-off-pending and sign-off complete lists have been adjusted accordingly.
- Click on View to see the updated changes to the SWMS and then scroll down to the sign-off page:
You can see the most recent sign-off has been added to the top of the list with corresponding details, including date, time, and by whom.
- Click on the Back button to return to the SMWS details page where you can perform additional functions:
- Request External Party Sign-off
- View Revision History
- Share SWMS
We'll cover these below.
External Sign-off
This is for when you require persons outside of your organization to sign the SWMS.
- Click on the External Sign-off button and you'll see:
- Add the required email(s) and then click on the Submit button. Email notifications will be sent to each recipient.
Revision History
To view the revision history for the SWMS:
- Click on the Revision History button to see the paper trail for this SWMS:
- Click on the respective details button to drill-down further into, and to view, the version history.
Share SWMS
Once a SWMS has been signed off, you can also share it.
- From the SWMS dash, click on the Share button:
- Enter the email addresses to share with.
- Click on the Submit button and the SWMS will be shared.
Sign-off via Projects
Another method of signing-off your SWMS is from the Projects menu.
- From the login screen, click on the menu hamburger and click on Projects in the dropdown:
- This will take you to your Projects page:
- Scroll-down, or use the search field, to locate your project and click on it to go to the project's details:
- Click on SWMS to go to the SWMS dashboard:
- Here you'll see the exact same dash as when you accessed and signed-off before but with one addition: the Sign Off QR Code button.
QR Code Sign-off
The QR Code sign-off is useful for several use case purposes, including if the manager wants their team to sign-off on the SWMS, they can present the QR Code and everyone can scan and signoff there-and-then and complete the process in a one-er.
- Click on the Sign Off QR Code button and you'll see:
- Your team can now scan this code and sign-off on their devices.
Dashboard Updated
Once everything's complete, return to My Dashboard and you'll see the dashboard has updated:
