Add documents to a job

A job’s Documents are the SWMS, plans and policies for that site. Everyone on the job reads them there. The job’s managers add them, change them and take them off.

The job gets its own copy of each document. Changing the job’s copy doesn’t change the one in Documents, and changing the one in Documents doesn’t change the job’s. A job’s documents don’t show in Documents.

1. 1

   Step 1: Open the job

   Choose Jobs in the sidebar, then View on the job. It opens on Documents.

2. 2

   Step 2: Choose Add

   Choose From Documents to copy documents you already have, Upload files to add files from your computer or phone, or pick a kind under New document to start one on the job.

3. 3

   Step 3: Pick the documents

   Tick each document to add, then choose Add. A published document arrives as version 1.0. A draft arrives as a draft.

Choose a document’s card to read or edit it. Its breadcrumbs lead back to the job.

Drop files on the job

On the job's Documents tab, drag files from your computer onto the page. Check the list that appears, take out any you don't want, and choose Add to job. Each file is added as a published document, and opens for everyone once it has passed the virus check. A file can be up to 100 MB.

Add from Documents

You can also start from Documents. Click a document's card to select it, then click any others to add them (Shift-click selects everything in between), and choose Add to job on the bar that appears. A double-click opens a card instead. For one document you can also choose ⋮ on its card, then Add to job, or open it and choose Add to job at the top.

Uploaded files, such as a PDF or a photo, go in the same way and arrive as version 1.0 of the same file. The crew open them on their phone like any other document. A folder brings everything inside it, including the folders inside it, as separate documents, up to 20 at a time. A file the virus check flagged can't be added.

Pick one of the active jobs you manage, including another company's jobs you manage, which show that company's name. The documents are copied in at once and the job opens. Changed your mind? Choose Undo on the message, within ten minutes. The copies come back out, unless someone has already signed one, and you're back in Documents with the same documents selected.

Create a job for them

Admins can choose New job instead. Give it a name and a site address. As you type the address, pick it from the suggestions to put the job on the map, and drag the pin to the site entrance if it's not quite right. An address you type without picking one is looked up when the job is made. Then add any of these:

• Start/end dates: pick each from a calendar. The start is today until you change it, and the end can't be before it.
• Principal Contractor (PC) and Client: pick your own organisation or a company from a previous job, or add a new one. Manual puts their details on the job and contacts nobody. Invite also invites their contacts when the job is made, as job managers if Job manager controls is on.
• Crew: tick contacts and groups, or choose Invite new for one person or a list. Under Bulk, paste emails or mobiles from a spreadsheet, email or your phone, or upload a CSV with name, email and mobile columns, then check each row before adding them. Pasting a list into the search opens Bulk with it. Nobody is contacted until you choose Create job & invite.
• Private job, on plans that include it.

The job's details go into its documents. Inviting from here needs the Bronze plan, and a text invitation needs a plan with text messages.

Take a document off a job

Choose ⋮ on its card, then Remove from job. It leaves the job for everyone on it. The copy in Documents stays as it is.

If anyone had signed it, it's kept for their signatures: it shows under Removed, kept for their signatures on the job's Documents, and each signer can still open the version they signed from What you've signed.

What happens next

Ask the crew to sign it. Adding or removing a document shows in the job’s activity.