---
title: Completing TA/JSA/SWMS/RAMS in the mobile app
description: Here you will learn how to complete a Task Analysis or TA/JSA/SWMS inside the mobile app
---

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1. [SiteConnect User Guide](https://docs.sitesoft.com/?hsLang=en)
2. [TA/JSA/SWMS/RAMS](https://docs.sitesoft.com/ta-jsa-swms-rams?hsLang=en)

# Completing TA/JSA/SWMS/RAMS in the mobile app

## Here you will learn how to complete a Task Analysis or TA/JSA/SWMS inside the mobile app

#### **Index:**

- [**Accessing & Completing a TA/JSA/SWMS via the mobile app**](https://docs.sitesoft.com/completing-ta/jsa/swms-in-the-mobile-app-reskin#accessing)
- [**Editing a TA/JSA/SWMS**](https://docs.sitesoft.com/completing-ta/jsa/swms-in-the-mobile-app-reskin#edit)
- [**Workflows**](https://docs.sitesoft.com/completing-ta/jsa/swms-in-the-mobile-app-reskin#workflows)
- [**TA Documents**](https://docs.sitesoft.com/completing-ta/jsa/swms-in-the-mobile-app-reskin#Tadocs)

### **Accessing & Completing a Task Analysis via the mobile app**

 

To access a **Task Analysis** in the SiteConnect mobile app, log in and tap the **three horizontal lines** in the **top right-hand corner**. Then select **TA/JSA/SWMS** from the menu that appears.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/8030145/id/208930045858?autoplay=true&amp;loop=true" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="208930045858" data-hsv-style="" data-hsv-width="400" data-hsv-height="711" data-hsv-autoplay="true" data-hsv-loop="true" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

 

You can select the relevant **Site** by tapping the **Site heading at the top of the page**.

By default, this will show the **Site you are currently signed into**.

If you need to change the Site the **TA/JSA/SWMS** relates to, tap the **Site description at the top of the page**, then choose the appropriate Site by **scrolling through the list or using the search function**.

Once a Site has been selected, any **TA/JSA/SWMS assigned to that Site** will appear in the list.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/8030145/id/208934516379?autoplay=true&amp;loop=true" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="208934516379" data-hsv-style="" data-hsv-width="400" data-hsv-height="711" data-hsv-autoplay="true" data-hsv-loop="true" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

 

If you have been assigned as an **Approver, Authorizer, Supervisor, or Assignee** for this TA/JSA/SWMS, the **Status** will display **“Required” in red** next to the role you have been assigned.

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Mar-09-2026-01-05-36-0763-AM.png?width=370&height=660&name=image-png-Mar-09-2026-01-05-36-0763-AM.png)

 

**Pending** means that another user has been assigned this role and has not yet completed the required action.

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Mar-09-2026-01-07-07-1455-AM.png?width=371&height=156&name=image-png-Mar-09-2026-01-07-07-1455-AM.png)

 

To complete the role assigned to you in the **TA/JSA/SWMS**, tap the relevant item in the list to open it.

After reviewing the document, you can complete your assigned role by **digitally signing** it. In this example, we will demonstrate how to sign as an **Assignee**.

Read through the **TA/JSA/SWMS** and follow any steps that have been outlined. You can **scroll down the page** to review the full document and access each section using the **dropdown items near the bottom of the page**.

Digital signatures have been introduced to the **TA/JSA/SWMS** feature and will be available for all **TA/JSA/SWMS created from March 2026 onwards**.

Please ensure to **update to the latest version of the mobile app** to access the new **digital signature functionality**.

It is also important to note that this update **will not apply retroactively** to TAs that are already active. The **digital signature workflow will only apply to newly created or newly activated TA/JSA/SWMS**.

 

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If you have just been assigned this **TA/JSA/SWMS**, and the other appointed staff members have not yet **Authorized** and **Approved** it, you will not be able to **acknowledge or edit** the TA/JSA/SWMS until those steps have been completed.

 

You can also **export the TA/JSA/SWMS as a PDF** by selecting the **Export** option at the top of the page.

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Mar-09-2026-01-11-31-7786-AM.png?width=371&height=659&name=image-png-Mar-09-2026-01-11-31-7786-AM.png)

 

When you view this **TA/JSA/SWMS** again for the Site, the status will no longer appear as **Required**. Instead, it will display a **green tick**, reflecting the action you have completed, depending on your assigned role.

 

This will also be visible for your account admins in their web portal accounts.

 

Please note that if your admins have created a new version of this TA then progress will reset so you will need to **Approve, Authorize or Acknowledge** this 

 

### **Editing a TA/JSA/SWMS**

 

When you are viewing a TA within the mobile app, you can also edit it by clicking Edit in the upper right hand corner.

 

![Edit TA](https://docs.sitesoft.com/hs-fs/hubfs/Edit%20TA.webp?width=311&height=608&name=Edit%20TA.webp)

From here you will be able to edit the content of this TA by clicking in each field and filling in your own information.

 

![Editing TA mobile](https://docs.sitesoft.com/hs-fs/hubfs/Editing%20TA%20mobile.webp?width=315&height=621&name=Editing%20TA%20mobile.webp)

Once you have finished editing the TA you can then Save it by clicking the **Save** prompt in the upper right hand corner.

 

Once you have Saved your edited TA (or have updated/removed a workflow step) you will have created a **NEW VERSION** of this TA.

 

Because of this, you will now be prompted to add an Amendment Title and a reason for the amendment which will be visible to your account admins. These are compulsory to fill in as highlighted by the asterisks.

 

This will also mean that it will need to be Approved, Authorized and Acknowledged by whoever is responsible for this.

 

![Amendment page](https://docs.sitesoft.com/hs-fs/hubfs/Amendment%20page.png?width=312&name=Amendment%20page.png)

Once you have filled these out you can click **Continue** and this will create this new version of the TA which will then replace the original one. This version one will also be present in the My Forms list when you reenter this.

 

 

 

### Workflows

 

Some TA's will also have Workflows if you scroll down in them which are step by step breakdowns of the task itself.  Click on each step to enlarge it and see all relevant information

 

![Workflow TA mobile](https://docs.sitesoft.com/hs-fs/hubfs/Workflow%20TA%20mobile.webp?width=281&height=571&name=Workflow%20TA%20mobile.webp)

 

You can also Edit Workflow steps or Remove them entirely by clicking **Edit** on the upper right hand corner of the TA (once it has been Approved and Authorized), then scrolling down to the workflow field and clicking the relevant option.

 

![Editing workflow-1](https://docs.sitesoft.com/hs-fs/hubfs/Editing%20workflow-1.gif?width=274&name=Editing%20workflow-1.gif)

When editing a Workflow, you will also be asked to add an amendment title as this creates a new Version much like editing the TA as a whole in the previous section of this article.

### Task Analysis Documents

 

You can also view Task Analysis Documents by going back to the three horizontal lines on the upper right hand corner and pressing **Task Analysis Documents** in this menu. Then selecting the correct Site up the top.

 

**This will auto default to the Site that you are currently signed into**.

To change the Site the Task Analysis Document is for, please click the Site description at the very top of the page and then select the appropriate Site via scrolling or directly searching for it.

 

Then just click on the relevant document that you wish to view

 

 

![TA docs-1](https://docs.sitesoft.com/hs-fs/hubfs/TA%20docs-1.gif?width=322&name=TA%20docs-1.gif)

 

 

Once pressed, you can then view the file by clicking it on the next screen under **Uploaded Files**.

 

![TA document viewings](https://docs.sitesoft.com/hs-fs/hubfs/TA%20document%20viewings.webp?width=280&height=563&name=TA%20document%20viewings.webp)

 

If there is no document present, then your account admins will need to be contacted and they will need to add the document on their end.

 

 

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