8 min guideUpdated September 2026App review required

Decide which safety documents every install job must carry

Set the organisation's jurisdiction, then choose which regional safety documents are available or required on install jobs and which types of work trigger each one.

Best forOwner / Admin · Project Management / Production · Installer / Field

Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

Open Settings → Business Profile, set Country to Australia and choose the State or territory, then select Save company.
Open Settings → Jobsite Documents; the header shows the jurisdiction badge and a Requirements source link to the regulator.
For each document, switch Available on jobs on or off.
Switch Required by organisation on for every document the business expects on each eligible job.
Type an Organisation label where your team uses a different name for the document.
Under Use for these types of work, tick All site work or the specific types of work that should trigger the document.
Select Save assignments and confirm Jobsite document assignments saved, then open an install job's Jobsite tab to see the assigned set.

Good practice

Decide the document set with the person who signs off site safety, keep the list to documents the crew will genuinely complete, and revisit it whenever the regulator's guidance or the business's scope of work changes. Assignments present the right documents on every job; a competent person still reviews each site.

When you are finishedEvery eligible install job shows the agreed document set on its Jobsite tab, with organisation-required documents flagged and each document tied to the right types of work.

Before you begin

You are an Admin or Owner.
The organisation's country and state or territory are known.
A responsible person has agreed which documents the business requires on every site job.

Complete workflow

How the workflow moves

01
Jurisdiction
Set Country and State or territory in Business Profile.
02
Assign
Switch each document on, mark it required and label it.
03
Scope
Choose the types of work that trigger each document.
04
Verify
Save and confirm the documents appear on a real install job.

Setup dependency

Settings that change this workflow

The same task can behave differently between organisations. Check these settings before treating a different result as an error.

Business Profile/settings/general/business

Country and State or territory decide which regional requirement source and document catalogue are offered.

Open in SignBas3 →

Jobsite Documents/settings/jobsite-documents

Controls which documents appear in the Jobsite tab of install jobs, which are marked Required by organisation, their labels and their work-type triggers.

Open in SignBas3 →

Job details Install tick/jobs/:id/details

Only jobs with Install ticked show the Jobsite tab that uses these assignments.

Open in SignBas3 →

What this controls

Jobsite Documents is the organisation-wide rule for the safety pack on install jobs. It decides which regional documents the Jobsite tab offers, which of them are flagged Required by organisation, what the document is called in your business and which types of work make it appear. Each job applies the assignment when its pack is generated and keeps the definition it used when the document is completed, so a later change to settings never rewrites a document a crew has already signed.

The workflow that depends on it is Create and review a jobsite safety pack, where the Jobsite tab detects the types of work from the job and assigns the matching documents.

Before you start

Settings > Jobsite Documents is available to Admin and Owner users. It sits in the Operations group of Settings with the Regional badge.
The page is read-only until the jurisdiction is set. SignBas3 currently ships the regional catalogue for Australian states and territories, with the requirement source pointing to the relevant regulator, for example SafeWork NSW or WorkSafe Victoria.
Agree the policy first: which documents are always required, which are offered but optional, and which types of work trigger each.

Walkthrough

1. Set the jurisdiction in Business Profile

Open Settings > Business Profile. Set Country to Australia and pick the State or territory from Australian Capital Territory through Western Australia. Select Save company. Until this is done, Jobsite Documents shows the alert Set the organisation jurisdiction first with an Open Business Profile link, and every control on the page stays disabled.

2. Open Jobsite Documents

The page heading reads Jobsite documents under the Operations eyebrow, with a Settings button to go back. With the jurisdiction set, a badge shows the state and country code, for example NSW, AU, and the Requirements source link names the regulator whose guidance the catalogue follows. Five documents are listed:

Document	Short label on the job	Default types of work	Available by default
Safe work method statement	SWMS	Construction, installation, electrical, excavation, traffic interface, work at height, powered mobile plant	Yes
Site induction record	Induction	All site work	Yes
Pre-start and toolbox record	Pre-start	All site work	Yes
Site emergency plan	Emergency plan	All site work	No
Contractor compliance register	Contractors	Contractor work	No

3. Switch Available on jobs

Each document has an Available on jobs switch on the right. Off hides the document from every job's Jobsite tab, clears its Required flag and greys out its label and work-type controls. On makes it available to jobs whose types of work match.

4. Switch Required by organisation

Required by organisation is enabled only while the document is available. Switching it on adds the Required by organisation badge beside the document name, signalling to the crew that the pack is not complete without it.

5. Give the document your name

Organisation label shows the default name as its placeholder. Type your business's term, for example Toolbox talk instead of Pre-start and toolbox record, and that label becomes the document's heading on the Jobsite tab. The short label in the document navigation, such as Pre-start, stays fixed.

6. Choose the types of work

Under Use for these types of work, tick All site work to attach the document to every install job, or tick specific types: Construction work, Sign installation, Electrical work, Excavation or footings, Road or traffic interface, Work at height, Powered mobile plant and Contractor work. Ticking All site work clears the specific choices; ticking a specific type clears All site work. An available document must have at least one type, otherwise saving is refused with Choose at least one type of work for every available document.

7. Save and verify

Save assignments is enabled once something has changed and every available document has a type of work. On success SignBas3 shows Jobsite document assignments saved; if the save fails it reports Jobsite document assignments could not be saved and keeps your edits. Then open an install job, select the Jobsite tab and check that the document list on the left matches your assignments once the safety pack is generated.

What changes elsewhere

The document navigation on /jobs/:id/jobsite lists only assigned documents by short label, with each one's status.
Generating a safety pack detects the job's types of work and assigns the documents whose work types match; documents marked All site work are always included.
The Assignments link at the foot of the Jobsite document navigation brings operators with settings access straight back to this page.
Print pack and Email pack on the job include completed assigned documents and the approved SWMS.
Changing an assignment affects packs generated from then on; documents already completed on a job keep the definition they were completed with.

Common problems

Symptom	Cause	Fix
Set the organisation jurisdiction first	Country or State or territory is missing.	Follow the Open Business Profile link, set both fields and Save company.
Save assignments stays disabled	Nothing has changed, or an available document has no type of work.	Tick at least one type of work for every switched-on document.
Choose at least one type of work for every available document	Save attempted with an empty work-type set.	Tick All site work or a specific type, then save again.
Required by organisation switch is greyed out	The document is not available on jobs.	Switch Available on jobs on first.
Jobsite document settings are unavailable	The settings could not be loaded.	Select Try again; nothing has been changed.
A job does not show the document	Its detected types of work do not match the assignment.	On the job, expand Type of work, adjust the ticks and select Update assigned documents.

Check your work

The Jobsite Documents header shows your state badge and a Requirements source link.
Each required document carries the Required by organisation badge and at least one type of work.
Save assignments produced Jobsite document assignments saved and is now disabled.
A representative install job lists the expected documents on its Jobsite tab after Generate safety pack.

Next: create and review a jobsite safety pack →

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.