Brief the workforce and send the pack out

Version-anchored briefings with signatures — plus client issue by link, and the review queue for packs contractors send you.

6 min read · Last reviewed 18 August 2026

Brief the gang

  1. 1

    From the issued pack, record a briefing: who was briefed, when, with signatures captured on the device.

  2. 2

    Brief a whole gang in one batch — each person signs against the exact pack version they were briefed on.

  3. 3

    On site without signal, briefings queue offline and sync later. A sync failure is surfaced loudly, never silently lost.

Note: Briefings are append-only and version-anchored — after a re-issue you are warned that existing briefings cover the old version, and the old records stay intact as evidence of what was briefed on the day.

Issue to a client

  1. 1

    Send the pack to a client on a share link — they read it without an account.

  2. 2

    Their acceptance decision is recorded against the exact version they read, on your record.

  3. 3

    Re-issuing generates the next version to send; the link history keeps who accepted what.

Review packs contractors send you

  1. 1

    Incoming RAMS from your contractors land in RAMS → Reviews, attached to the contractor’s record.

  2. 2

    Review against the checklist — assessments present, method adequate, competence stated — and record the outcome.

  3. 3

    An in-date accepted review can satisfy a permit type that requires RAMS, so the permit gate and the review queue speak to each other.

Tip: Review the method against your site’s reality, not just its grammar. The checklist keeps the review honest; your local knowledge makes it useful.

About this moduleRAMS & method statementsMethod statements that reference your real risk assessments, an issue gate that refuses an incoherent pack, and briefings that hold up.