How to Assign Tasks within Jobs

What is this?

Jobs allow you to group related safety tasks, SWMS, and risk assessments. Assigning tasks ensures that every team member knows their responsibilities for site safety and compliance before work begins.

When to use this?

Use this when you have multiple workers on a site and need to delegate specific safety checks, SWMS reviews, or evidence uploads to individual team members.

Prerequisites

• Must have an active Job created.
• Team members must be invited to your organization.

Step-by-Step Guide

1. Navigate to the specific Job from the Jobs dashboard.
2. Select the relevant section (e.g., Risk Assessments or Document Pack) to review required actions.
3. Click on a task or document that requires attention.
4. Fill in the assignee details (if applicable) or instruct team members to complete the required forms.
5. Monitor the status (Draft, In Review, Approved) from the Job dashboard.

Troubleshooting & FAQs

• Q: How do I know if a task is complete? A: The status chip on the SWMS or Risk Assessment will change from ‘Draft’ to ‘Under Review’ or ‘Approved’.