Back to How to Videos

Adding SWMS to a Job

Step-by-Step Instructions

  1. Adding SWMS to a Job - Step 1

    Ensure the SWMS setting is enabled. Then navigate to the SWMS tab.

  2. Adding SWMS to a Job - Step 2

    Add one or more SWMS entries. Save your changes.

  3. Adding SWMS to a Job - Step 3

    Manage tasks and risks by adding a task and editing the relevant fields.

  4. Adding SWMS to a Job - Step 4

    Enter the desired data. Note that some fields are optional.

  5. Adding SWMS to a Job - Step 5

    Set the initial risk rating. Then configure the residual risk rating.

  6. Adding SWMS to a Job - Step 6

    Add one or more additional tasks and risks as needed.

  7. Adding SWMS to a Job - Step 7

    Save and close the entry. For additional entries, add the required tasks.

  8. Adding SWMS to a Job - Step 8

    Save and close the entry. This completes the SWMS addition process.

All Howto Articles

Get more value from your Field Service software

Whether you're a small start-up looking to manage your business more effectively, or a growing enterprise looking for a more complete solution, we have a range of solutions to fit your needs and budget starting at just $29