A field-facing index of your jobs. Pick a project and open its Site Pack, which has what crews need on site: documents, SWMS sign-on, directions, site rules and who to call.
Who can use it — Anyone with the "view project library" permission, which most site roles have. Everyone who can open it can read the documents; people who can add project documents also see Add Document. See Roles & Permissions for how access is set.
Where to find it — Safety & Compliance → Project Library in the sidebar. A job's own page also has a Site Pack button.
Before you start — a document only shows here if it's marked Public in Documents. Internal-only documents stay in that register.
How to use it
The page lists active and on-hold jobs, plus your yard. Each card shows the job number and name, client, how many documents are published (or Nothing published), and how many you still owe a signature on. Search by job number, name or client, then click a job to open its Site Pack.
Tabs
- My Projects — jobs you're rostered onto from two weeks ago to four weeks ahead. It only appears if you have any, and the page opens here when you do.
- All Projects — every active or on-hold job.
- Recently Updated — public documents changed in the last 30 days, each with Open and Site Pack buttons.
Cards can carry a status badge:
- SWMS approved, SWMS pending review, SWMS rejected, SWMS waived, SWMS not required or SWMS missing — when the job has a SWMS requirement.
- SWMS on file (not reviewed) — a SWMS exists, but no requirement has been reviewed.
- VMP on file — a Vehicle Management Plan is on file.
Site Pack — the on-site view
Site Pack is built for a phone. It shows, top to bottom:
- Compliance status — the SWMS status, VMP on file or No VMP on file, and how many SWMS you still have to sign.
- Site — Get directions (opens your phone's maps app) and Open in browser maps, Site rules & PPE, and contacts attached to the job's locations, with a Call button when there's a number. This section only appears if the job has any of these.
- Documents — grouped under SWMS, Traffic & VMP and Other documents, with anything you owe a signature on first. Each card shows the version, date and file name, and Open document or Open link. If there's no usable link it shows Document unavailable. Links to uploaded files expire after 15 minutes, so tap again if one has gone stale.
Signing a SWMS on site
SWMS cards show You need to sign or You signed. If you have "sign SWMS" permission, tap Sign on to read and sign right there, the same way as on the SWMS page. Your signature shows what you've signed.
Adding a document
If you can add project documents, Add Document at the top of Project Library opens the Documents form with Public already on.
Connected pages
- Documents — the full register, including internal-only documents.
- Projects — the job record, with its own Site Pack button.
- SWMS — every SWMS across your jobs, plus the sign-on register.
- Company Policies — company-wide policies live there, not here.
Tips & common mistakes
- Can't find a job? Completed jobs aren't listed. If you're not rostered on, check All Projects.
- Can't find a document? It needs to be marked Public on that job. Ask whoever manages Documents.
- Open link not working? Go back and tap Open again rather than reusing an old tab.
- No Sign on button? Signing needs "sign SWMS" permission, and it's offered for SWMS and other signable document types that have a version.
- SWMS on file (not reviewed) doesn't mean there's a problem with the document. It means nobody has recorded a review against a requirement for this job.