Create a SWMS Record

Learn to manage site safety with the Plexa Dashboard. Follow these steps to access and use Safety Management features effectively, ensuring compliance and a safe work environment.

Step By Step Guide

1. Click "Site Management" on the Plexa Dashboard

2. Click "Safety Management" in the Site Menu

3. Click "SWMS" Button in top Menu

4. Click the "Create SWMS +" Icon

5. Enter the "Organisation" from the Dropdown

6. Enter the "Activity*"

7. Write a brief "Description*"

8. Select "Personnel" to Assign SWMS to

9. Enter "Approved By Date" and "Expiry Date"

10. Select "High Risk Work" Yes or No

11. Click "Next"

12. Use the "+ Drag & Drop or Browse" option to add SWMS Documents

13. Click the "Add Forms Submissions" if Required

14. Select the required Documentation

15. Click "Save"

16. Click "Finish"

Notes & Recommendations

• Review all the entered information for accuracy and completeness.

• Verify that all mandatory fields are filled.

• Address any discrepancies observed during the review process.

• Ensure adherence to all relevant guidelines and protocols.

• Submit the document for final approval upon completion of the review.

Video Tutorial

For a visual guide, watch the video tutorial below