How to Manage Projects (Jobs)
What is this?
Section titled “What is this?”Projects (or Jobs) act as a central container for all safety documentation on a specific site. They group together SWMS, Risk Assessments, and Evidence, keeping your compliance records organized and easy to find.
When to use this?
Section titled “When to use this?”Use this when you start a new contract or move to a new site, and need a dedicated workspace to link all relevant safety documentation and site photos.
Prerequisites
Section titled “Prerequisites”- Must have the appropriate role (e.g., Organization Admin or User with project creation permissions).
- Must be logged into the Tradie Safety Hub.
Step-by-Step Guide
Section titled “Step-by-Step Guide”- Navigate to the Jobs (or Projects) page from the main menu.
- Select the New Job button in the top right corner.
- Fill in the Job Name, Suburb/Location, State/Territory, and optional dates.
- Click the Create Job button to save.
- Once created, you can immediately start adding SWMS or Risk Assessments to this job.
Troubleshooting & FAQs
Section titled “Troubleshooting & FAQs”- Q: Can I change the state/territory later? A: Currently, only QLD and NSW are supported. Make sure you select the correct jurisdiction during creation to ensure compliance rules match.
- Q: I can’t see the New Job button? A: Check your user permissions with your Organization Admin.