health_and_safety
SWMS Templates (Admin Settings)
Site-specific safety forms, auto-selected by Cost Centre, version-controlled, stored as legal records.
description
Templates
5
Roofing · Gutter · Electrical +2
account_tree
Cost centres mapped
12
Auto-selects template per booking
verified
Acknowledgements this week
46
Signed after clock-in · legal records
gpp_maybe
Refusals this week
1
Flagged to Managers Hub
SWMS template library
5 templates · all active| Template name | Version | Base section | Conditional sections | Mapped cost centres | Last updated | Actions |
|---|---|---|---|---|---|---|
Roofing SWMS After-clock-in acknowledgement · Roofing team |
v3 | Working at Heights |
4 | 12 Jun 2026 | ||
Gutter SWMS After-clock-in acknowledgement · Roofing team |
v2 | Working at HeightsExcavation & Confined Space |
3 | 28 Apr 2026 | ||
Electrical SWMS After-clock-in acknowledgement · Electrical works |
v4 | Electrical Isolation |
2 | 19 May 2026 | ||
Excavation SWMS After-clock-in acknowledgement · Groundworks |
v1 | Excavation & Confined Space |
1 | 02 Dec 2025 | ||
General Maintenance SWMS After-clock-in acknowledgement · All teams |
v2 | — base section only | 2 | 15 Jan 2026 |
Template editor — Roofing SWMS
Active
v3
Saving changes increments the version — historical acknowledgements keep the version they signed and are NEVER altered.
Conditional sections
Working at Heights
mapped via Cost Centre
Excavation & Confined Space
mapped via Cost Centre
Electrical Isolation
mapped via Cost Centre
Saving increments to v4 — all future acknowledgements will reference v4; existing v3 records are untouched.
account_treeThis mapping auto-determines which SWMS template and which conditional sections a technician sees on any booking — no manual selection by the Bookings team or the technician.
| Cost Centre | Cost centre name | Template | Conditional sections included | Actions |
|---|---|---|---|---|
| CC-4471 | Fascia & gutter repairs | Roofing SWMS v3 |
Working at Heights | |
| CC-4488 | Gutter reline projects | Gutter SWMS v2 |
Working at HeightsExcavation & Confined Space |
|
| CC-4462 | Roof inspections | Roofing SWMS v3 |
Working at Heights | |
| CC-4490 | Downpipes & general maintenance | General Maintenance SWMS v2 |
— base section only | |
| CC-4501 | Skylights & electrical works | Electrical SWMS v4 |
Electrical Isolation | |
| CC-4455 | Ridge & capping works | Roofing SWMS v3 |
Working at Heights |
Showing 6 of 12 mapped cost centres
Version history — Roofing SWMS
v312 Jun 2026current
S. Mitchell
Added harness anchor-point checks to the Working at Heights section.
v203 Feb 2026
P. Nolan
Added EWP (elevated work platform) section to base content.
v110 Oct 2025
S. Mitchell
Initial template created.
Acknowledgements always reference the version signed at the time — publishing a new version never rewrites a stored record.
| Booking | Technician | Date / time | Template + version | Sections included | Outcome |
|---|---|---|---|---|---|
BKT-2026-1187 Fascia & gutter repair · CC-4471 |
JD J. Doyle |
06 Jul 2026 · 07:02 | Roofing SWMS · v3 | Base + Working at Heights | Acknowledged |
BKT-2026-1187 Fascia & gutter repair · CC-4471 |
RP R. Patel |
06 Jul 2026 · 07:05 | Roofing SWMS · v3 | Base + Working at Heights | Acknowledged |
BKT-2026-1190 Gutter reline · Day 1 of 3 · CC-4488 |
JD J. Doyle |
01 Jul 2026 · 06:38 | Gutter SWMS · v2 | Base + Heights + Excavation & Confined Space | Acknowledged |
BKT-2026-1190 Gutter reline · Day 1 of 3 · CC-4488 |
TR T. Ruiz |
01 Jul 2026 · 06:44 | Gutter SWMS · v2 | Base + Heights + Excavation & Confined Space | Refused Reason: site access unsafe — Manager flagged |
BKT-2026-1191 Gutter reline · Day 2 of 3 · CC-4488 |
JD J. Doyle |
02 Jul 2026 · 06:35 | Gutter SWMS · v2 | Base + Heights + Excavation & Confined Space | Acknowledged |
BKT-2026-1191 Gutter reline · Day 2 of 3 · CC-4488 |
TR T. Ruiz |
02 Jul 2026 · 06:37 | Gutter SWMS · v2 | Base + Heights + Excavation & Confined Space | Acknowledged |
gavelOne record per technician per day. Records are retrievable at any time as legal documents; refusals raise a Manager flag but do not block the technician.