A guide on how you can view a subcontractor's submitted SWMS form via the Web Portal or the Mobile App
Table of Contents
- Requirements
- Web Portal Instructions
Version History
- Mobile App Instructions
Requirements
Permissions: To view submitted SWMS, you must be a Site Host at the minimum with View Reports and User Directory, Supplier Management permissions
Web Portal Instructions
Navigate to Reports > Supplier Document Report
A list of all submitted documents will appear. Using the Supplier Filter column, you can narrow down the results to specific companies.
You can also filter by Site, Date, Title, Review Status and Document Type to help find a specific SWMS submission using the on the column
Once you have found the desired SWMS, select the PDF button on the record of the SWMS you wish to view
Version History
If you would like to see who has approved or rejected a particular SWMS form, there is an option to enable this visibility.
Select the button
Once the Column Visibility box appears, check Document History and select Save Changes
The Document History button should now appear. Select it against a SWMS record you wish to view the history of, and a history record will appear
Mobile App Instructions
On the app, go to the Host Panel > Select a specific site you wish to check the SWMS against > Select the Suppliers button
In the Host Panel, click on the Suppliers button.
Select the desired document you wish to view
Select View File to see the submitted document