Overview
Navigate to Jobs > select the relevant Job > Safety > Job SWMS. Click
to create a new SWMS, or use the drop-down to create from a template or upload an existing PDF.
Create SWMS from a Template
ℹ️ See this article to set up SWMS within your Job Template.
Choose from over 50 trade-specific SWMS templates from the pop-up menu, ready to use and easily customised for your job. Click
to create a new SWMS draft using your selected template.

Once your SWMS is created, you can review and edit the details or any pre-filled information. Click
to set your SWMS live for the site induction process.
Create a New Job SWMS
Name your SWMS in the side menu and click Create SWMS.
A Details page will open for you to link the trade(s). You have the option to select All with access to the Job, All Staff Users or individual Trades.
Upload a Pre-existing PDF
Name the SWMS and link the appropriate Trade to the document. Once you have uploaded your document, you can save it as a Draft or Publish it, ready for your trades to acknowledge through the site's sign QR code.
Acknowledged SWMS
After scanning the Site Sign QR code, the team will be prompted to acknowledge all job-specific SWMS as part of their induction. To see who has acknowledged each SWMS, along with the date and time, navigate to Safety > Acknowledged SWMS.




