How to create a TA/JSA/SWMS/RAM in the SiteConnect Mobile App 

Follow the steps below to create a TA/JSA/SWMS/RAM document using the SiteConnect mobile app.

 1. Start the Creation Process

• Open the SiteConnect mobile app.

• Tap the orange + button located in the bottom‑right corner of the screen.
• Select Create TA/JSA/SWMS Document from the menu options.

2. Use the Wizard Creator

The Wizard Creator will open and guide you through the setup.

1. • Select the Site you want the TA/JSA/SWMS to apply to.
   • Choose one of the following:
     • Create New – start a blank document
     • Select a Template – choose from your organisation’s pre‑built templates
   • Once selected, tap Create & Open to proceed.

If you selected a templated version, the app will ask you to confirm whether you want to use that template. Tap Yes to proceed. The template will then open as a new TA/JSA/SWMS document, pre‑filled with the information from the template. From here, you can review the content and sign off if no further changes are required.

If you chose Create New, follow the instructions below to build your TA/JSA/SWMS from scratch.

 3. Enter the Required Details

You will now enter the core information for the TA/JSA/SWMS. The following fields may appear depending on your configuration:

Compulsory Fields

• Name & Description – clearly describe the task or activity
• Approval Section – you must select:
  • Approver
  • Authoriser
  • Supervisor

Additional Sections

• Work Procedure – outline the general method of work
• Actions – select any applicable items:
  • PPE
  • Work Permits
  • Tools
  • Hazardous Substances
• Assignees
  • The creator is automatically added as an assignee
  • You may add additional assignees as needed
• Other Actions
  • Safety Practices
  • Training & Qualifications
  • Duties
  • Certificates of Competency
  • Emergency Procedures
  • Codes of Practice
  • Maintenance Checks

Once all required information is entered, tap Create & Open at the bottom of the screen.

 4. Add Workflow Steps, Files, Hazards & Risks

After creation, the document will open in Edit mode. If the app fails to open into Edit mode click on Edit in the top left hand corner of your screen.

You can now add workflow steps by scrolling down to the Workflow Steps section.

Here you can:

• Add Workflow Steps
• Attach Files
• Add Hazards & Controls to each step

Creating Workflow Steps

Break the task into clear, sequential steps. For each step, you can:

• Select hazards/risks from the Site Hazard Register, or
• Create new hazards specific to the task
• Add the appropriate control measures

This ensures each step is risk‑assessed and compliant.

6. Saving Your Progress

You can save the TA/JSA/SWMS at any time.

• Tap Save in the top‑left corner.
• Saving frequently is recommended, especially for longer documents.

7. Worker Sign‑Off

Once the TA/JSA/SWMS has been:

• Approved
• Authorised
• Acknowledged

…assignees will be able to sign off.

Once the TA/JSA/SWMS has been fully approved, authorised, and acknowledged, an orange notification banner will appear at the top of the document. Tap this banner to open the Acknowledgement section. Click on the Acknowledge field and from here, a signature field will appear, allowing you to complete your sign‑off. All signatures are timestamped and stored for audit purposes.

If you need any further help or have any questions, please contact your regional support team:

• New Zealand (NZ):
  📧 support@siteconnect.io
  📞 +64 800 748 763
• Australia (AU):
  📧 support@siteconnect.io
  📞 +61 1300 637 183
  
• United Kingdom (UK):
  📧 support.uk@siteconnect.io
  📞 +44 7700 162339