Review a Supplier Document

A guide to reviewing all Safety Documents uploaded by Suppliers that are Pending Approval.

All safety documentation uploaded by Suppliers during the onboarding process must be reviewed and approved by a Host before being displayed on-site. These documents include Work Methodology (SWMS, RAMS, SSSP), Safety Data Sheet (SDS), Insurance, and other document kinds depending on your Company Settings. This guide will show you how to review and approve these documents.

Table of Contents

• Requirements
• Web Portal Instructions
• Mobile App Instructions

Requirements 🔑

Web Portal Instructions 💻

Step 1: Open the Safety Document in Approvals

• Click on the Approvals menu from the left-hand toolbar
• From here, filter or search for the supplier document you wish to review
• Once found, click on the blue Review button next to the document
• This will now open a pop-up window where you can review the document

Step 2: Review the Supplier Document

• In the pop-up window, you will now be prompted to view the Supplier Document on the right-hand side and review the Supplier Document on the left-hand side.
• Depending on the document type you will be prompted to:
  • Work Methodology (SWMS/RAMS/SSSP)
    • Fill out a Review Checklist
  • Safety Data Sheets (SDS):
    • Fill out a Review Checklist (if required)
    • Confirm the Expiry Date uploaded by the Supplier
  • Insurances:
    
    • Fill out a Review Checklist (if required)
    • Confirm the Expiry Date uploaded by the Supplier
• Once reviewed, select whether you would like to:
  • Approve: The document is approved and ready to use on-site
  • Reject: If rejected, an automated email will go back to the Supplier with the Review Checklist attached for them to make amendments and re-upload

• Once approved, the following will occur:
  • Work Methodology (SWMS/RAMS/SSSP): Will now be available for workers to sign off on when checking into the site under this Supplier.
  • Safety Data Sheets (SDS): Will now be available for all workers to view on-site, regardless of which Supplier they work for.
  • Insurances: Will now be available to report on in the Supplier Document Report

Mobile App Instructions 📱

💡 It is recommended that you use the Web Portal to review Supplier Documents as it is a cleaner user experience.

Step 1: Open the Safety Document in Approvals

• Start by navigating to the Host panel of the app and on the correct Site
• Click on the Approvals tile on the top row of the app
• From here, filter or search for the supplier document you wish to review
• Once found, click on the orange Review button under the document
• In the pop-up window, select how you would like to review the document

Step 2: Review the Safety Document

• Depending on the document type you will be prompted to:
  • Work Methodology (SWMS/RAMS/SSSP)
    • Select and fill out a Review Checklist
  • Safety Data Sheets (SDS):
    • Fill out a Review Checklist (if required)
    • Confirm the Expiry Date uploaded by the Supplier
  • Insurances:
    
    • Fill out a Review Checklist (if required)
    • Confirm the Expiry Date uploaded by the Supplier
• Once reviewed, select whether you would like to:
  • Approve: The document is approved and ready to use on-site
  • Reject: If rejected, an automated email will go back to the Supplier with the Review Checklist attached for them to make amendments and re-upload

• Once approved, the following will occur:
• • Work Methodology (SWMS/RAMS/SSSP): Will now be available for workers to sign off on when checking into the site under this Supplier.
  • Safety Data Sheets (SDS): Will now be available for all workers to view on-site, regardless of which Supplier they work for.
  • Insurances: Will now be available to report on in the Supplier Document Report

You now know how to review a Safety Document uploaded by a Supplier during the onboarding process.