12 min guideUpdated September 2026App review required

A reviewed safety pack for every sign installation

Generate the SWMS and supporting field documents for an install job from its scope, review every step with the crew, approve the SWMS and release the pack by print or email.

Best forProject Management / Production · Installer / Field · Owner / Admin
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open the install job and select the Jobsite tab; the heading reads Job safety pack with your state code.
  2. Select Generate safety pack; SignBas3 reports how many safety scenarios were generated for review.
  3. Expand Type of work · review detected selection, correct the ticks if needed and select Update assigned documents.
  4. In Safe work method statement, complete Site location, Work activity, Supervisor and Person responsible for SWMS compliance, then review the High-risk construction work list.
  5. Edit each generated work step, remove steps that do not apply, add a Manual step for anything missing and nominate a Responsible person on every step.
  6. Tick all seven Declarations until Readiness shows full completion, select Save changes, then Send for review or Approve.
  7. Open each other assigned document (Induction, Pre-start, Emergency plan, Contractors), fill it in and select Complete.
  8. Upload contractor evidence under Contractor evidence, then select Print pack or Email pack to release the current version.

Good practice

Review the generated pack on site, or with the people who will do the work, before anyone selects Approve. The generator gives a complete starting point; the crew's knowledge of the site turns it into a safe method. When the scope changes, use Refresh from job and review again.

When you are finishedThe SWMS is Approved, every organisation-required document is Completed, contractor evidence is uploaded and the crew has the current pack in print or by email.

Before you begin

  • Install is ticked in the job's Job details, so the Jobsite tab is visible.
  • Country and State or territory are set in Settings > Business Profile.
  • Jobsite document assignments are configured under Settings > Jobsite Documents.
  • The job has tasks or line items that describe the installation work.

Complete workflow

How the workflow moves

  1. 01
    Generate

    Build the review draft from the job's tasks and line items.

  2. 02
    Review

    Correct work types, steps, hazards, controls and responsible people with the crew.

  3. 03
    Approve

    Complete declarations, send for review and approve the SWMS.

  4. 04
    Release

    Complete supporting documents, upload evidence, then print or email the pack.

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.

Jobsite Documents/settings/jobsite-documents

Decides which documents are assigned, which are required and which types of work trigger them.

Open in SignBas3 →
Business Profile/settings/general/business

Sets the state or territory whose high-risk construction work list and regulator source the SWMS uses.

Open in SignBas3 →

What this controls

The Jobsite tab holds the job safety pack: a safe work method statement (SWMS) generated from the job's tasks and line items, plus the supporting documents your organisation has assigned, such as the site induction record, pre-start and toolbox record, site emergency plan and contractor compliance register. Approval and completion states are recorded on the job, and the pack is printed and emailed like other job documents.

The document set comes from Jobsite document requirements; the content comes from the job's tasks, line items and site address, so keep them accurate.

Before you start

  • The Jobsite tab appears only when Install is ticked in Job details on the Overview tab. Without it the tab reads Jobsite not required.
  • If the tab reads Set the Jobsite jurisdiction, an administrator must set Country and State or territory in Business Profile first.
  • Agree the supervisor and the person responsible for SWMS compliance. Both must be chosen from the organisation's people list, or added as external people, before approval.

Walkthrough

1. Open the Jobsite tab

The header shows Jobsite with the state code, the heading Job safety pack and three buttons: Generate & print (or Print pack once something is printable), Refresh from job once a pack exists, and Email pack, disabled until a document is complete or the SWMS is approved.

2. Generate the pack

In the Generated from this job section select Generate safety pack. SignBas3 detects the types of work, assigns the regional forms, builds the first review draft and reports how many safety scenarios were generated. The section then shows On-site review required, a badge per scenario, how many job tasks and line items were read, and the button becomes Regenerate draft.

3. Check the detected types of work

Expand Type of work · review detected selection; the badge counts the detected types. Adjust the ticks only when the scope needs different organisation-assigned documents, then select Update assigned documents; SignBas3 confirms Job work types saved and the document list updates.

4. Complete the SWMS header and high-risk list

Select SWMS in the document navigation. Fill in Site location, pre-filled from the job's site address, and Work activity, then choose the Supervisor and Person responsible for SWMS compliance from the person picker, or choose Add contractor or external person… and Add to organisation list. Principal contractor and Direct employer / subcontractor are optional. Under High-risk construction work, SignBas3 pre-selects likely regional triggers; review the full list against the site. Selecting none is valid when no trigger applies and the review is declared.

5. Review the work steps

Generated work steps and controls lists one step per scenario with the Generated badge, Specialist method required where relevant and its HRCW trigger count. Each step has Work step, Hazards and risks, Risk control measures, How controls will be implemented and monitored and a Responsible person; choosing the Supervisor fills generated steps that have none. Remove a step that does not apply and select Manual step for work the generator did not cover. A step is complete only when all five fields are filled and the responsible person is a linked person.

6. Declare, save and approve

Complete Consultation notes, Measures to ensure SWMS compliance, How control measures will be reviewed, Review triggers, Next review date and Site-specific safety notes. In the right column, Readiness shows Completion as a count, and the note Complete every required field and declaration before review stays until every item is done. Tick the seven Declarations. Select Save changes at any time to keep a Draft. Send for review and Approve become available when readiness is complete; the first sets Ready for review. Approve opens Approve this SWMS for site use?; confirming with Approve SWMS shows SWMS approved for site use and the status badge reads Approved.

7. Complete the supporting documents

Select Induction, Pre-start, Emergency plan or Contractors in the navigation. Each has dated fields, person pickers and text areas such as Site rules covered; Induction and Pre-start also list People with a Person button. Select Save draft to keep working or Complete to mark it Completed.

8. Upload evidence and release

Under Contractor evidence, choose a Document type of Subcontractor insurance, Subcontractor licence or Supplied SWMS evidence and select Upload; files go to the job document folder shown beneath. Then select Print pack to open the delivery page or Email pack to send the approved SWMS and completed documents.

What changes elsewhere

  • The SWMS status and completed documents are stored on the job and shown in the navigation on /jobs/:id/jobsite.
  • Uploaded contractor evidence appears on the Documents tab at /jobs/:id/documents.
  • Refresh from job on an approved pack opens Create an updated review draft?; Create review draft replaces generated rows, keeps manual steps and completed forms, and clears the approval until the pack is approved again. Keep current approval backs out.

Common problems

SymptomCauseFix
Jobsite not requiredInstall is not ticked.Expand Job details on Overview, tick Install, select Save job details.
Set the Jobsite jurisdictionCountry or state is missing.Select Open Business Profile and set both fields.
The safety pack could not be generated from this jobThe job has no usable scope.Add tasks or line items that describe the work, then generate again.
Send for review and Approve stay disabledA field, linked person, step or declaration is incomplete.Read the Readiness count and complete the missing items.
Upload is disabledThe job document folders are not set up.Set up the job document folders, then return to Jobsite.

Check your work

  1. The Generated from this job section reads Approved for this recorded job and method.
  2. Every document flagged Required by organisation shows completed in the navigation.
  3. Contractor evidence files are listed in the job folder.
  4. The crew has the printed or emailed pack for the approved version.

Explore sign shop job management software →

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.