Assign Personnel And Capture Signatures

Workers can be assigned to a SWMS when the SWMS is created, or at anytime after.

Once a SWMS has been assigned to a worker, you are able to see it in the Associated SWMS section in their profile, alongside with the following:

• Signature Status
• Method the Signature was obtained
• Date the SWMS has been signed.

Below are the status' that will appear in the Associated SWMS section of a workers profile:

• UNSIGNED - the worker hasn't signed the SWMS yet
• SIGNED via SWMS - the worker has signed the SWMS by an internal user accessing the SWMS in HammerTech and having the worker sign directly
• SIGNED via SMS/Email - the worker has signed the SWMS via the link that was sent to them via SMS or Email
• SIGNED via Registration - the worker has signed the SWMS as part of his induction onto the project

Assigning workers to a SWMS

1. Log into HammerTech
2. Select a project from the Company Overview drop-down on the top right
3. Select SWMS > View All / High Risk SWMS
4. Select the appropriate SWMS
5. Select the Options cog in the top right > Edit 
6. Scroll down to Personnel who are assigned to this SWMS and select the workers to associate with the SWMS
7. Select Save Changes

Capturing signatures on an existing SWMS

1. Log into HammerTech
2. Select a project from the Company Overview drop-down on the top right
3. Select SWMS > View All / View High Risk SWMS
4. Select the appropriate SWMS
5. If capturing the signature from the worker directly:
   Scroll down to Personnel who are assigned to this SWMS, select the Sign box and use your touchscreen (or mouse) to sign the form
6. If sending the link to the worker to capture the signature via SMS or email:
   Scroll down to Personnel who are assigned to this SWMS, then click the Send Reminder button next to the worker's name

Please note: When signing via SMS/email, the worker will be unable to sign until the SWMS attachment is viewed.