Set Up Safety in Your Job Template

Navigate to Templates > Job Templates and select the relevant job template. Open the Safety tab and begin to set up your site compliance documents. Once your Job has been converted, any compliance documents within your template will populate, saving you time and making this process more efficient.

Navigate to Inductions and click to create a new document or upload an existing PDF. To Create a New Document, enter your emergency contact information for the job, first aid, etc. Scroll down to Safety on site and use the tick boxes to select the required PPE for this site. As you move down the page, you can add new items listed below:

These items will need to be provided for site access and to complete the induction.

Once you have completed your Induction Document, click  to finalise.

To upload an existing document, click Upload Existing PDF to open a form with an upload drop box. Enter the emergency information for the Job and click Create or Update.

Navigate to Job SWMS and click to create a new SWMS, or use the drop-down to use a template or upload an existing PDF. Name your new 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.

When uploading a Pre-existing PDF, follow the same process. Once you have uploaded your document, you can save as a Draft or Publish it, ready for your trades to acknowledge through the site's sign QR code.

For regularly used JSAs, create a template by navigating to Templates > JSA Templates, or add one inside your Job Template > JSA. Give the JSA a name, link it to a task, and choose which trade(s) must acknowledge it. You can select All with access to the job, All staff users, or specific trades.

Next, add the required steps using the risk assessment code matrix as a guide to help rate the potential impact and likelihood of each safety issue. Click Save to publish later, or  to set it live and use it straight away.

Navigate to Site Surveys to add surveys that will automatically apply whenever you create a new job using that template. Click + Add your first Topic followed by a Name, for example, 'Site Conditions'. Click + Question to select the Type of response, Question and whether it is required to be answered in the survey.

Once you’ve completed your questions, you can hold-and-drag the icon to reorder them, or delete any that aren’t required. Once your survey is complete, update the status to Published and Save. Once published, you can begin to use it in a Job.

For regular Toolbox Meetings, you can create draft documents in your job template to save time. Navigate to Toolbox Meetings and click + Toolbox Meeting to create your form. Add the meeting location and the person conducting the meeting. You can link the meeting to a specific Date or a Job Schedule Item and set a Lead/Lag timeframe. Include any Issues or Topics to be covered and add Actions, assigning them to a person with a due date.

These Actions can later be converted into Tasks within your Job. If you have regular attendees, you can enter them in advance and edit the list when the meeting occurs. Click Save Not Complete so the form is ready for completion once the job is converted in JACK.