As a Main Contractor, you have the ability to force SWMS to go through two stages of review prior to being accepted.
Note: This is a feature that is not turned on by default. To request this feature, send an email to email@example.com
Once this has been set up, any SWMS submitted by a subcontractor will require an initial review, followed by a final review from the main contractor, before being accepted. Each review is based on the same checklist, with the ability to accept or reject at both stages. To see how to configure a SWMS review checklist go to Configure A Checklist For Reviewing A SWMS
If the SWMS is rejected at any stage of the review process, the subcontractor will receive a notification to review, and then the option to resubmit the rejected SWMS. Once it gets resubmitted, it will go back to the main contractor to begin the same review again. For example, if it is rejected upon final review, and the subcontractor then resubmits the SWMS, it will go back to 'Pending Final Review' from the Main Contractor.
As the reviewer, you can leave any notes or attachments for the subcontractor to check upon rejection of the SWMS to ensure it gets amended correctly.
To view a list of all SWMS that require a review, navigate to SWMS > Review Pending, or alternatively, you can set up your Dashboard to display all Outstanding SWMS (this Dashboard option is set up to show you exactly how many SWMS require review at each stage (Initial and Final review).
In the last column under SWMS > Review Pending you'll be able to see the Status of the SWMS:
- Pending Initial Review
- Pending Final Review
To begin a review, select the relevant SWMS from the list, navigate to the blue cog in the top right corner and select Review.