Assign Personnel And Capture Signatures

Workers can be assigned to a SWMS when the SWMS is created, or at anytime after.

To assign personnel during the initial creation of a SWMS, see SWMS > How do I create SWMS? Capture SDS information? 

Once a SWMS has been assigned to a worker, you are able to see it in the Associated SWMS section in their profile, alongside with the following:

• Signature Status
• Capture method the Signature was obtained
• Date the SWMS has been signed.
  
  

If a SWMS has not yet been approved by a Main Builder user, it will be reflected (and can be signed by the user) but will be marked as [Pending Review] in the list.

Below are the statuses that will appear in the Associated SWMS section of a workers profile:

• UNSIGNED - the worker hasn't signed the SWMS yet
• SIGNED via SWMS - the worker has signed the SWMS by an internal user accessing the SWMS in HammerTech and having the worker sign directly
• SIGNED via SMS/Email - the worker has signed the SWMS via the link that was sent to them via SMS or Email
• SIGNED via Registration - the worker has signed the SWMS as part of his induction onto the project

Note: SWMS can also be assigned to other Employers (See SWMS > Assigning SWMS To Other Employers)

Assigning workers to a SWMS

1. Log into HammerTech
2. Select a project from the Company Overview drop-down on the top right
3. Select SWMS > View All/View High Risk SWMS
4. Select the appropriate SWMS
5. Select the Options cog in the top right > Edit 
6. Scroll down to Personnel who are assigned to this SWMS and select the workers to associate with the SWMS
7. If needed, select the tick box to send a notification to personnel who have not yet signed the SWMS via SMS/email
8. Select Save Changes
   
   

Note: If multiple SWMS need to be associated with the same worker, it can be done by going to Personnel > All Personnel on a project, selecting the worker, clicking Options > Edit, and selecting the SWMS to associate with the worker in question. If a SWMS is assigned that hasn't been signed by the worker, an option will appear to Assign and send notification (SMS/Email) or Assign and capture signature now.

Capturing signatures on an existing SWMS

1. Log into HammerTech
2. Select a project from the Company Overview drop-down on the top right
3. Select SWMS > View All/View High Risk SWMS
4. Select the appropriate SWMS
5. If capturing the signature from the worker directly:
   Scroll down to Personnel who are assigned to this SWMS, select the Sign box and use your touchscreen (or mouse) to sign the form
6. If sending the link to the worker to capture the signature via SMS or email:
   Scroll down to Personnel who are assigned to this SWMS, then click the Send Reminder button next to the worker's name
   
   

Please note: When signing via SMS/email, the worker will be unable to sign until the SWMS attachment is viewed.