How to sign off on Safety Talks, SWPs and Other Documents

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Digitally signing your documents within mySafetyApp is a huge time savings and a great step towards improving your due diligence.Some of the benefits of digitally signing documents are:
  1. The signed document is attached to the employees profile. In three clicks you can see ALL the documents an employee has signed.
  2. As documents improve over time, the exact document that an employee signed is saved to their profile. Never worry again which version of a document an employee signed.
  3. You can see all signed documents anywhere, any time within the mySafetyAssistant portal.
  4. Any and all documents can be uploaded and signed off on, they do not need to be only safety documents.

Watch the Video or Follow the step-by-step-directions

Step 1 — Uploading your documents

If your documents are not in mySafetyAssistant, the first step is to upload them. This can be done by following the steps in Uploading a New Document.

Step 2 —Publish your documents

For documents to be visible on the mobile application they need to be published.
  1. Click on Documents in the main navigation
  2. Open the folder the files are in
  3. Ensure that the “eyeball” is green, if it is orange you need to click on it to publish
NOTE: As soon as the state is published, the next time a mobile devices “syncs” it will be downloaded.
Click on the Orange Eye to publish a document
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Step 3 – Open the document

Once the sync has completed, the document will be on the mobile device. To find the document you want to sign off on you:
  1. Click on the documents folder
  2. Click on the folder that the document is stored in (in this case we want to review a Safety Talk)
  3. Click on the name of the document

Step 4 – Sign the Document

The document will open up and you will review it with your employee(s). Once you have reviewed the document and there are no concerns you will:
  1. click on “sign” in the upper right corner
  2. Click a project that this document sign off should be filed against.
  3. Sign the document as the person that has conducted the document review
  4. Anyone else that is present will click on “Additional“, find their name and then sign
  5. Once everyone has signed, click on “submit” in the upper right corner to finalize the document
NOTE: Once the document is submitted, no one else can sign that exact document but they can go through the process again and sign the same document.