Creating a Project with Automated Site Specific Management Plan, and adding a Toolbox Talk and SWMS

Creating a Project with Automated Site Specific Management Plan, and adding a Toolbox Talk and SWMS

Here is the details on how to create a new site in Worx Safety. Once the site is created, we add a Toolbox Talk and a SWMS. 
When workers sign in to the project, the system completes the following checks: 
-> is the worker inducted and approved [if not, it will send them to the induction]
-> Worker to agree to the site specific questions
-> Worker to sign off on the Toolbox talk [if there is no toolbox on the project this step is skipped]
-> System checks if there are any SWMS on the project, and if the user is on any of them. If they are, they will be asked to review and sign off on the SWMS. 
-> Worker is added to the site ledger. 

There is a video walkthrough at the end of this article. 

  1. Introduction

    • Purpose: Creating a project from scratch with automated site-specific management plan. 

    • Goal: Assign toolbox talks and SWMS to the project for worker sign-on process.

  2. Setting Up the Project

    • Access the dashboard and click on "Sites" then "Add Site."

    • Fill in site details: name, address, supervisor, contact number, contractors.

      • If you choose specific contractors at this step, these will be the only ones that can see this project. 

    • Choose whether a site-specific management plan is needed and proceed.

  3. Site Specific Management Plan

    • Fill in details for the management plan (e.g., project type, entry points, first aid locations).

    • Add a sitemap and submit to create the project.

  4. Project Setup Confirmation

    • Verify project creation and review the site-specific management plan in the site documents.

  5. Worker Sign-On Process

    • Workers can sign in using a QR code or by clicking Sign In to answer site induction questions.

    • Questions include understanding site risks and knowing the location of essential items.

  6. Adding a Toolbox Talk

    • Access site forms and click on "Toolbox."

    • Fill in details for the toolbox talk related to the project (e.g., working at heights, risks, corrective actions).

    • Submit the toolbox talk to assign it to the project.

  7. Adding SWMS

    • Access site SWMS templates and choose a relevant one from your company templates. 

    • Fill in job details, team members, and emergency details.

    • Submit the SWIMS to assign it to the project.

  8. Finalising Project Setup

    • Verify the addition of toolbox talk and SWMS to the project.

    • Sign off on the toolbox talk and SWMS as needed to complete the setup.

  9. Worker Sign-In Process

    • Workers sign in to the project and are prompted to review the assigned toolbox talk and SWMS.

  10. Conclusion

    • Project setup is now complete, and workers are signed in with necessary information.

    • For any questions or issues, users can reach out for support via chat or support ticket.





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