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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 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.

 

 

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.

 

 

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.

 

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

 

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.

 

 

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.

 

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

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

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

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

 

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

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

 

 

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

 

TA document viewings

 

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.

 

If you need any further help or have any questions please contact the support team by email: support@siteconnect.io or Ph: (NZ) 0800 748 763 or (Australia) 01300 637 183