Capture Worker SWMS Sign off

Learn how to track, edit, and view SWMS signatures status to ensure all personnel complete their required safety compliance sign-offs efficiently. Only inducted workers can sign off on SWMS.

Rebecca Hallowell
7 steps
30 seconds

Use the Unsigned SWMS dashboard to help track the site sign off on a project. Workers signatures should be captured during the induction process when they arrive onsite.

Click on the SWMS title, it will take you to the SWMS record. Alternatively, you can access via the side Menu SWMS View all and filter to the SMWS you require.

Within the SWMS record, scroll down to the Personnel assigned to this SWMS. You can view who is yet to sign the document. Send reminder will send an individual message to the worker. Select Sign option.

The worker can *sign on the line below* and then click the **Signed** button

Alternatively, to send multiple reminders, scroll back to the top of the SWMS form, Select Option then click Edit.

Scroll to Personnel assigned to this SWMS. Select all to add additional workers allocated to subcontractors linked to the SWMS. Only inducted workers will appear.

Scroll down and then tick the Send notifications to all assigned personnel who have not yet accepted. Click 'SAVE CHANGES'