9 min guideUpdated August 2026App review required

Create and review a jobsite safety pack

Generate the configured jobsite documents for an eligible install job, review site-specific content and record readiness before field use.

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 installation job and select Jobsite.
  2. Confirm the region, site, scope, dates, people and work type are current.
  3. Review the configured requirements and generate the applicable document set.
  4. Have the responsible person assess the site-specific hazards, controls, responsibilities and omissions.
  5. Correct the source information and regenerate where necessary; do not edit around a repeatable template problem silently.
  6. Mark the pack ready only after the required review, then confirm the authorised field team can open the current version.

Good practice

Generated packs remain Needs review until competent, job-specific evidence supports Ready. Software cannot certify a site it has not assessed.

When you are finishedThe pack is complete for this job, visibly reviewed and available to the authorised field team.

Before you begin

  • The job is eligible for the configured region and work type.
  • A competent reviewer owns the site-specific safety decision.

Complete workflow

How the workflow moves

  1. 01
    Qualify

    Confirm region, work type and required source information.

  2. 02
    Generate

    Create the configured document set from current job data.

  3. 03
    Review

    Assess hazards, controls, responsibilities and site-specific details.

  4. 04
    Release

    Record readiness and make the approved pack available to the crew.

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

Controls which regional documents and requirements are presented for the job.

Open in SignBas3 →
Document Templates/settings/templates

Provides the owned source documents used to generate the pack.

Open in SignBas3 →

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.